Preventing Accidental Client Document Deletion

Preventing Accidental Client Document Deletion

To ensure client information remains secure, it's important to exercise caution when deleting documents from their page. Any document deleted here will also be removed from the client's Document Vault in the Client Portal. To avoid accidental deletions, we recommend only removing documents that the client has confirmed can be removed.

For questions or clarifications about managing document vault, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help walkthrough with our team, kindly use this calendar to book the session.


Published on: June 21, 2024
Version 1.1


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