Objective:
- Deleting a Trust Request
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
While a Trust Request is still in the Draft state, it can be deleted by clicking the Action button then selecting Delete. Once a Trust Request has been approved, but before a payment has been received, the request can be voided by clicking the Action button then selecting Void.
- Navigate to the Trust Request
- Clicking the Action button
- Select Delete