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Deleating a document

ProfilePosted byOptionsPost Date

Chris

Chris Report 9 Feb 2014 20:30

New to this, and I have attached a document to the wrong person. How can I delete (or move) it please.
Many thanks

+++DetEcTive+++

+++DetEcTive+++ Report 10 Feb 2014 00:37

Welcome to the boards Chris

Open up your ‘Keepsafe’ look for the document and hover your mouse over it which will reveal ‘edit’ ‘move’ ‘delete’

Select ‘Edit’ then use the cross against the named relation to remove the record from them. You can use the same box to type in and select the correct relation to attach it to.

If you wanted to delete it complete, then use the ‘delete’ button at the first stage.

Chris

Chris Report 11 Feb 2014 00:52

Thank you.