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How do I Void a Trust Request?

Objective:

  • Can I delete a Trust request?
  • Voiding a Trust request

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Go to Bills
  2. Locate the Trust Request
  3. Click More Actions
  4. Press Delete/Void
  5. Confirm you wish to delete the Trust Request
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