Deleting documents
Delete documents only when you are sure they are no longer needed.
Quick answer
- Check whether the file is linked to a client, appointment, invoice, compliance record, or accounting process.
- If the file relates to a legal, tax, or clinical record, confirm your retention rules before deleting it.
- Contact support if a file was uploaded by mistake and you need help understanding the safest next step.
Related articles
- Uploading documents
Store useful files against clients or records so they are easy to find later.
- Linking documents to appointments
Linked documents make it easier to see the right file in the right context.
- Supported file types
Common document and image formats are supported for day to day records.
Still stuck? Contact support and we’ll help you sort it out.