Deleting Clients

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Deleting Clients

Deleting a client removes it from the FYI Server as well as from any associated matters and databases. Once you delete a client, if you need to recreate the client, then you will need to associate the client to the applicable matters, databases, and users again.

Clients can be deleted from from both the Clients and Tree side tabs on the Management tab in the FYI Admin Console.

 

To Delete a Client

1.On the Management tab, click the Clients or Tree side tab.

2.Do one of the following:

If you clicked the Clients side tab, in the Clients panel, click the client you want to delete, and in the Tasks panel, click Delete client.

If you clicked the Tree side tab, open the Clients folder, right-click the client you want to delete, and click Delete client.

3.Click Yes when asked Are you sure you want to remove/delete the following client: [client name]?.