If you need to remove a client document from the Vault, you can do so by selecting the Delete button next to the relevant file. Please use this function with caution: once deleted, the document is no longer accessible to the practice or the client.
1. Access the Client’s Documents
Go to the Vault menu at the top of the screen.
Select the Archive Documents tab.
Use the Search field to locate the relevant client by typing their name or email address.
Click on the client’s folder to view all documents currently visible to the client via their Vault URL.
Use the Search field again to find the specific file you want to delete.
Note: Tick boxes allow you to delete multiple documents for the same client at once.
2. Delete the Document(s)
Click the Delete icon next to the document(s) you wish to remove.
A warning message will appear, confirming that the selected document(s) will be permanently deleted from the client’s Vault.
Once confirmed, the practice and the client will no longer have access to the deleted document(s).