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How do I delete a Custom Folder from the Documents module?
The process varies slightly depending on whether you're deleting the custom folder from the Partner portal view, or the Client portal view.
Delete a Custom Folder from the Partner portal view:
- Log-in to Botkeeper
- Ensure no client name is entered in the Navigate by Client search box
- Select the Documents module from the left menu pane
- Find the line of the custom folder you would like to delete
- Click the three dots (···) from the Action column for the respective custom folder
- Select the Move to Trash option from the drop down
- You have successfully just deleted your custom folder
Delete a Custom Folder from the Client portal view:
- Log-in to Botkeeper
- Enter the name of the client in the Navigate by Client search box
- Select the name of the client when it appears in the drop down list
- Select the Documents module from the left menu pane
- Find the line of the custom folder you would like to delete
- Click the three dots (···) from the Action column for the respective custom folder
- Select the Move to Trash option from the drop down
- You have successfully just deleted your custom folder