Delete a Document

To delete an existing Document from the Member Details screen:

1. Select Members from the top navigation bar, then select Members > Members from the side navigation menu. The Members screen is displayed.

2. On the Members screen, search for and select the desired Member (see Search for a Member for more information). The Member Details screen is displayed with the Metrics tab selected by default.

3. Select the Documents tab.

4. Optionally, search for the desired Document. See Member Details Tab Overview - Documents for more information on the available search options.

5. Next to the desired Document, click the Delete icon. A confirmation dialog box is displayed; click Confirm.

Optionally, you can also delete a Document from the Edit Member Document pop-up window as follows:

1. Navigate to the Documents tab and search for the desired Document as described above.

2. Next to the desired Document, click the Edit icon. The Edit Member Document pop-up window is displayed.

3. Click Delete. A confirmation dialog box is displayed; click Confirm.