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Info |
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Introduction: This guide describes how |
to delete a client from Docupace. |
Table of Contents
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Change Log:
Date | Changes | Comprehensive documentation about . |
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Audience:
Functionality:Oct 2021 | Initial Version |
Tip |
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Tip: Deleting a client is best done only if you made a mistake or if they were a prospect that never actually became a client. A good alternative to deleting a client is making them inactive in the system instead. |
Note: In order to remove this client, you must first remove any children that are related to the clientrecords associated with the Client Folder.
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