Click to go to:

Introduction

How to Delete

Introduction

When you have the permission enabled, the Delete button will be displayed in the Compliance tabs. Where you go to delete a Compliance Record depends on the document you wish to delete. While you can access ALL Compliance Records in the Client Compliance tab, it will be faster to locate policy-related documents in the Policy or Policy Transaction Compliance tab.

Refer to the below table for a summary of what documents you can find under each Compliance tab:

 QUICK TIP: When searching in the Client Compliance tab, use the filter to assist with your search.

How to Delete

	Determine the best place to locate the Compliance Record. Will you find it in a Client, Policy or Policy Transaction Compliance tab?
	Search for the item that the Compliance Record belongs to:

	Locate the correct search result and select View beside it.
	Select the Compliance tab.
	Locate the Compliance Record you wish to delete. You may use the filter to assist with locating the correct Compliance Record.
	Select Delete beside the Compliance Record you wish to delete.
	Select Yes.

IMPORTANT: Please be cautious when deleting a Compliance Record as a deleted Compliance Record CANNOT be recovered.