Removing a Compliance Document from the Client Profile

To remove an invalid or incorrect compliance document from a client’s profile:

1. Navigate to the Client Search screen. Main Menu > Client 2. Locate and double click on the client using the search filters. 3. Click Compliance.
4. Double click on the document to be removed. 5. Click Delete.
6. Click Yes.

• Zendesk Designer.5.log-1117815581.zip10 KB