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Administration

Delete a client

You can delete clients from GoFileRoom if you have Lookup List permissions.
You'll need to have Lookup List permissions to delete a client.
  1. In GoFileRoom, select
    Add Documents
    .
  2. Search for the client by
    Client Name
     or
    Client Number
    , then select the search icon.
  3. Mark the checkbox for each client you want to delete.
  4. On the toolbar, select
    Remove Value
    , then select
    OK
     to confirm.
important
Deleting a client doesn't delete the client's existing documents in GoFileRoom. If those documents need to be associated with a different client, you'll need to reindex them to the new client.

This article applies to:

  • Product: GoFileRoom
  • Subject: Clients

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