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Deleting a Statement Request

You can archive old requests to remove them from view, you can also delete Pending and Completed requests but some rules apply, see below.

Dale Stephens avatar
Written by Dale Stephens
Updated over 3 weeks ago

Automatically Deleting Requests

Completed requests can be deleted automatically but you need to set this up via your account settings. This is a good idea if you are integrating the files we retrieve into another platform i.e. Salestrekker or BrokerEngine, to avoid having duplicate copies of client files in multiple systems.

Full details on this auto-delete feature can be found HERE.

Deleting Pending Requests

Pending requests will display a delete option if the request has not been completed previously.

If the request has been completed previously, there is no delete option while the request is pending. You can use the Re-confirm button to move that request back into your completed list and you can delete it from there.

Deleting Completed Requests

Please note, deleting requests cannot be undone.

To delete a request you need to move it into the Archive first. Once in your Archive click the Show Archive button to reveal the delete option.

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