The user can remove/delete a form as long as the status is NOT yet "Lodged".
In this article:
A. Delete from "Dashboard"
Navigate via "Dashboard"
Press the "x" to delete
Note:
- Form status under "New" - "Error" can be deleted on the user's end.
- Form that has been "Lodged"our tech team can delete via back end.
B. Delete from the Client's "Form"
Search the client
And remove the form
No Access to Remove a Client
If you do not have access to "Remove" the form, it means your "Team Admin" restricted you. You may ask them to activate. Guide here
