When do you need to delete documents?
Sometimes it happens that a document was added to the wrong client or the wrong document was sent.
How to delete documents?
Important: Documents cannot be deleted from the document list.
If the document was added through the client portal:
The client can remove the document themselves
Open the relevant task where they added the document
Delete the document from within the task
If the document needs to be deleted by the accountant:
The accountant can delete documents the same way
Open the relevant task where the document is attached
Remove the document from within the task
