Deleting Client Documents

Employee, Client and Patient Documents can be deleted.

Only Super users can delete a completed document 72 hours after the form was marked as “Complete”.

To delete a document head on over to the page that the document exists in.

For example, Client Documents.

Can be viewed from the client profile and view client documents pages.

To delete a document from the client profile head on over to CRM>Clients>View Clients.

Click in the then click .

This will take you to the client profile.

At the bottom of the page you will see Tabs, click on the Documents Tab.

Then click on the to delete.

You can also delete the document by clicking on and then .

For Completed Documents A Pop Up will appear.

You will be required to enter Remarks.

When you are satisfied with your remarks, click ,

This action cannot be undone.

A Pop Up will appear for you to choose Cancel or Confirm.

To View Deleted Client Documents, Head on over to Operation>Documents>View Documents.

Click on the Deleted Documents Tab.

Here you can view important information including: Deleted On, Deleted By, and Deleted Reason.

In Operation > Documents > View Documents you can also delete documents.

Click on the Client Documents Tab.

Click on the and click .