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Info

Introduction: Retention rules may prevent you from removing invalid documents from the system. To manage these documents, you can create a Trash Client.

Change Log:

Date

Changes

October 2021

Initial guide available

Rw ui steps macro
Rw step

Navigate to Home > Add/Manage Client Folders.

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Rw step

Click the New Client Folder button.

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Rw step

Add one or more Rep Codes.

Tip

Tip: Some clients select a “Trash” Rep. Other clients prefer to add all reps to the trash subfolder.

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Rw step

Fill in required fields:

  • Set the first name to trash

  • Set the last name to trash

  • Set the ssn to 000000000

Tip

Tip: You can set the ssn to anything you like, but make sure it is clearly made up.

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Rw step

Optional: Set the Client Status dropdown to Inactive.

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Rw step

Click Save.

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Rw step

Click into the trash client.

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Rw step

Hover over the subfolder and click the Details icon.

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Rw step

Changing Change the Subfolder Type dropdown to Trash.

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Rw step

Click Save and Close.

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