Removing an Attachment from the Client Profile
It may be necessary to remove an attachment from a Client Profile as they progress or recover. To remove an attachment:
1. | Navigate to the Client Search screen. |
Main Menu > Client
2. | Locate and double click on the client using the search filters. |
3. | Click Documents. |
4. | Double click on the document to be viewed. |
5. | Click Delete. |
6. | Click Yes. |
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