Confirmation.com - Deleting Forms in a Profile

Kindly note that Caseware support will close at 12:00 pm on Friday 22nd November 2024. Please access our community for self-service options.

Kindly note that our support team will be on training every Tuesday morning until 9am(SAST). Please access our knowledge base for further assistance

👉🏼 Book here for the Confirmation Orientation: Essentials for New Users monthly webinar.
  1. Home
  2. Knowledge Base
  3. Deleting Forms in a Profile
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Any forms incorrectly added to a client profile or no longer applicable can be deleted.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.
     
     User-added image
     
  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.”

User-added image

 
 Rate this article: 
  (Popularity = 0/100, Rating = 0.0/5)

   Related Articles

Adding Financial Forms to a Client Profile
Why can’t I see a client’s profile on my list of clients?
Editing Financial Forms in a Client Profile
Reassigning Client Profiles to Different Audit Users
Roll Forward of a Client Profile
view all...


Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Confirmation.com
For more information, visit: www.confirmation.com

Adapt IT logo

Quick Links


Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2024 | All Rights Reserved