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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

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Navigate to Home > Add/Manage Client Folders.

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Click the New Client Folder button.

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Add one or more Rep Codes.

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

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Fill in required fields:

Set the first name to trash
Set the last name to trash
Set the ssn to 000000000

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

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Optional: Set the Client Status dropdown to Inactive.

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Click Save.

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Click into the trash client.

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Hover over the subfolder and click the Details icon.

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Changing the Subfolder Type dropdown to Trash.

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Click Save and Close.

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