How to Remove an Applicant from a Matter
You may wish to remove an Applicant from a Matter. Depending on your requirement, you can either:
- Make the person no longer included in the Application but leave them as a non-included Relation on the Matter.
- Remove them entirely from Matter.
Making the person no longer included in the Application.
This process will remove the person as an Included Applicant but will leave them on the Matter as a relation.
1. Open the Matter
From the Main Toolbar, click Open, then select the Matter.
2. Go to the Applicants => Relations tab
3. Remove the Inclusion Status
Select the Row for the person you want to exclude, then untick 'This person is included in the application'.
The Person is no longer included in the Application, but remains as a Relation.
Remove the Person entirely from the Matter
This process will delete the person from the Matter. It is important to note that once the person is removed, their information is deleted, and they cannot be restored to the Matter without re-importing the Questionnaire.
1. Login as user Administrator
Only the Administrator can delete Applicants.
2. Open the Matter
From the Toolbar, click Open, then select the Matter.
3. Go to the Cover Page tab of the Matter
4. Delete the Applicant
From the Cover Page, select the Applicant in the lower right of the window, then click the red minus (Delete) button.
Click Yes to confirm Deletion.
The Applicant has been deleted.