Provided you have the appropriate permissions, you can delete a document via the Document History tab that appears on various ALB screens, for example:
|
Options |
Description |
|---|---|
|
Client Details |
Lists documents that have been saved with the client record. |
|
Matter Details |
Lists documents that have been saved with the matter record. |
|
Module Screens e.g. Conveyancing Details |
Lists documents that have been saved with the matter module record. |
You can also delete documents from the Document Management application.
Permissions that enable you to delete documents are set up by the system administrator in Utilities - Licensing and Users.
To delete a document:
On the Document History tab, or on Document Management, right-click the document and select Delete. The document is deleted from ALB.
Related topics
Utilities