Managing inbox notifications
To start, navigate to the
Main menu
>
>
Inbox
tab.
Follow the instructions in the popover prompt. For more information, check our article about
Filing articles to FYI.
Deleting an Inbox notification
- Navigate to the Main menu > > Inbox tab.
- Change the Document Owner dropdown to All Documents if the document was sent to the client by another user.
- Click on the document's checkbox > Delete to delete it.
Deleting a document from the
Inbox tab simply deletes the notification; the document will still be saved to
the client's Activity tab.
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