Deleting Shared Notes

Only a note’s creator can permanently delete a note from the database, or grant access to it for other firm users. However, a user who did not create a note can remove that note from his or her database by following the instructions below. Remember, that note has not been removed from the system, only from your view. Only the note creator can delete a note for all who share it.

To delete a note:

  1. From the Note Manager grid view, place a checkmark next to the note or notes that you wish to delete.

  2. From the toolbar menu above the grid, click Action, and then select Delete Note(s).

  3. When prompted, click Yes to delete the selection.