Delete client documents

You can permanently delete any client documents no longer required.

1. From the Clients menu, select Clients list then find and open the required client.

   If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.

2. Select the Documents tab.
3. Select the document you want to delete.
4. Select More actions, then Delete.
5. Confirm the deletion.