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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:

  1. Log-in to Botkeeper 
  2. Ensure no client name is entered in the Navigate by Client search box
  3. Select the Documents module from the left menu pane
  4. Find the line of the custom folder you would like to delete
  5. Click the three dots (···) from the Action column for the respective custom folder
  6. Select the Move to Trash option from the drop down
  7. You have successfully just deleted your custom folder


Delete a Custom Folder from the Client portal view:

  1. Log-in to Botkeeper 
  2. Enter the name of the client in the Navigate by Client search box 
  3. Select the name of the client when it appears in the drop down list
  4. Select the Documents module from the left menu pane
  5. Find the line of the custom folder you would like to delete
  6. Click the three dots (···) from the Action column for the respective custom folder
  7. Select the Move to Trash option from the drop down
  8. You have successfully just deleted your custom folder