(NOTE: Deleting a Client Vault is Permanent and can't be undone.)
I want to delete a contact/client in my law firm who didn't engage, or have created a duplicate vault.
We have released the feature that allows law firms to delete unwanted vaults in Legacy App.
To delete a client vault, click the "Vaults" option on the left of the main dash board to access the client list view:
Search for the name or select the vault that you want to remove:
In the client dashboard view, click the profile picture icon found on the top left corner:
Click the "Delete Client Vault" option:
A pop-up window will appear. It will ask you to type in the word "Confirm" then the "DELETE VAULT" button will change to red.
Type in the word "Confirm" on the field then click the "DELETE VAULT" button to delete the vault.
You will see the confirmation message that the vault is deleted:
And you will be returned to client list view:
