Prerequisite(s): The System Administrator must have assigned you the Document Management Administration role.

A customer folder must have been added to the File and Folder Management folder structure.

 

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

 

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

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

3.   If not already selected, click the File and Folder Management tab at the top of the Document Management System Administration page.

4.   Navigate the File and Folder Management folder structure to the folder where you wish to delete a customer folder by clicking each folder name link.

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

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