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Document Presentation

Delete Document Presentation drawers and files

Follow these steps to remove clients from the permission lists for the Document Presentation module and to clean up Document Presentation files. 
  • Removing clients from the module permission list is helpful when deleting NetClient CS portals or cleaning up client files.
  • Because the permission list on the Document Presentation tab is populated by FileCabinet CS, deleting a NetClient CS portal won't remove the client's name.
note
You can remove all Document Presentation files and folders from a FileCabinet CS drawer inside FileCabinet CS.
  1. In the
    Admin
     tab of the navigation pane, go to the Utilities section and select
    Cleanup
    .
    note
    If you don't see this link, you don't have access to this area.
  2. With
    Document Presentation
     selected in the Cleanup list, mark the checkbox for the appropriate FileCabinet CS drawer.
  3. Do 1 of the following.
    • To remove the drawer from all client portals and staff portals and from NetFirm CS administration, select
      Delete Clients
      .
      note
      • The drawer is still designated as a contributor to NetClient CS until you remove that designation in FileCabinet CS.
      • After you delete a Document Presentation client, any NetClient CS users who had permission to view the deleted client's Document Presentation files will lose the ability to view the documents.
      • Deleting a Document Presentation client will automatically remove any of that client's Document Presentation files.
    • To remove the drawer's folders and files from all client portals and staff portals, select
      Delete Files
      .
  4. Select
    OK
     to confirm the deletion.

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