Confirmation.com - Deleting Forms in a Profile
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Deleting Forms in a Profile
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Any forms incorrectly added to a client profile or no longer applicable can be deleted.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:
Select “
Financial
” from the client profile.
Select “
Delete Selected
” from the
Action List
drop down.
Tick
the boxes next to the forms you want to delete.
Click “
submit.
”
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