Confirmation.com - Deleting Forms in a Profile

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FAQ

Deleting Forms in a Profile

Published:  03/06/2021
Any forms incorrectly added to a client profile or no longer applicable can be deleted.

  Instructions:

  1. Select “Financial” from the client profile.
     
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  2. Select “Delete Selected” from the Action List drop down.
     
  3. Tick the boxes next to the forms you want to delete.
     
  4. Click “submit.

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