How to Remove a Client from Docupace DO
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Introduction: This guide describes how to delete a client from Docupace.
Change Log:
Date | Changes |
|---|---|
Oct 2021 | Initial Version |
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 records associated with the Client Folder.
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