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