Delete a project or binder in Advisory

If you have finished work on a client's project or do not want a template in the Advisory Documents Templates list, you can delete the project or template from Advisory.

When you delete a project or template, it is permanently deleted from Onvio Advisory and no longer available.

  1. In Advisory, click Projects or Setup > Advisory Documents Templates in the menu bar.
  2. Mark the checkbox for the project or template in the list.
  3. Click Delete in Projects, or choose Manage > Delete in Advisory Documents Templates.
  4. At the prompt, click Delete.

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