How to Delete a Document or multiple Documents for a customer.
To delete Document(s) for a customer, follow these steps:
Access the side navigation bar and select "Customers" from Customer section.
Select the particular customer you wish to delete the document(s).
Find the "Documents" tab and click on it.
To find the Document(s) you want to delete, either use the search bar located in the upper-right corner of the window or manually scroll through the list.
Select the Document(s) you want to remove by clicking on the checkbox next to each one.
Once you have selected the document(s), an action bar will appear. Click on the "Delete" button.
A delete confirmation screen will appear. Click on "Delete" to proceed with deleting the selected Document(s).
You have successfully removed the document(s).