Prerequisite(s): The System Administrator must have assigned you a DMS Customer role.

                      You must have added a customer folder to the DMS folder structure.

 

Note: A customer folder cannot be deleted if it contains any uploaded documents. The documents must be deleted from the folder before the folder can be removed.

 

1.   Hover your mouse over the Administration link on the menu bar.

2.   Click the Document Management sub-link from the menu bar.

3.   Navigate the DMS folder structure to the folder where you wish to delete a new customer folder by clicking each folder name link.

4.   Click the  icon in the ‘Actions’ column for the customer folder you wish to delete.

5.   Click the OK button in the popup to delete this customer folder. Click the Cancel button to cancel this action.