How to Delete a Document

This article covers how you can delete a document from the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Search bar at the top of the page and type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Documents Tab

To access the Documents tab, expand the Chart/EMR, and the tab will be revealed.

Step 3: Delete the Document

After locating the document you'd like to delete, click on the three dots on the far right side, and the action to delete the document will be revealed. 


Once you click Delete, you will get a prompt, and to finalize the action, click on Delete forever.


To delete documents in bulk, you can select multiple files by checking the boxes on the left side of the document list. Once you've selected the files you want to delete, the delete option will appear on the top right side of the screen.



By following these steps, you can delete any documents uploaded to the client card.