Deleting a Client from SmartVault

Overview

If you want to remove a client from your SmartVault account, you can simply delete the client vault associated with that client. 

  Note

You can recover a client's vault from the recycle bin for up to 90 days. See Using the Recycle Bin for more information.

Deleting a Client's Vault

To delete a client's vault:

  1. Sign in to the SmartVault Portal.
  2. Click Files and Folders
  3. From the left navigation, select the Container containing the client you want to delete. 

    Client_container.png

  4. Enable the checkbox next to the client you want to delete, and click the Send selected items to trash icon.
    Delete_client.png
  5. A confirmation message appears confirming that all documents stored in this vault will be deleted. Click OK.
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