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How to Delete Documents?

Updated over 2 years ago

To delete documents, you'll need to redirect to the preview document's page.

  • If you're in the Personal Documents section in the client's profile or the documents menu, simply click on the document you want to preview the whole document page.

  • For the Supporting Documents module in case#show, click the eye icon to preview the whole document page or directly click the trash icon from case#show then delete the document.

    Delete documents from Supporting Document module

By following these steps, you can efficiently remove any unnecessary or outdated documents, keeping your document space organized and clutter-free.

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