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.