1. De-identify a session or note
Go to the session or document you wish to anonymise
Click “More Options” → “De-identify”
This removes names and identifiers from the transcript and generated note
2. Permanently delete a session
Click “More Options” on the session timeline
Select “Delete Session” — this action is permanent and cannot be undone
All related recordings, transcriptions, and notes will be removed
3. File deletion
For uploaded files, go to the client’s Files tab
Click the trash icon to permanently delete an item