From the left-hand menu, under Management select Recipients.
Deleting a recipient (parent, staff)
Click the Edit button next to the relevant Recipient, to access their profile.
Deleting a child
If the child has no Active documents.
Simply click the X and delete the child.
If there are Active documents.
You can either wait to complete the relevant document before deleting the child or delete the child straightaway.
Note: Deleting a child will delete all Active documents related to this child. No completed documents will be affected.
The child will no longer be visible in any dropdown list when creating a draft document or in the Children section for Recipient.
Deleting a recipient
At the bottom of the profile page you will find the Delete button.
WARNING: Deleting a recipient will delete any children listed under Associated children and any Active documents currently in process. You will still have access to completed documents, however the recipient will not.
The recipient will no longer be visible in any dropdown list when creating a draft document.