Skip to content
  • There are no suggestions because the search field is empty.

How to Delete a Document Folder (New Client Card)

This article covers the steps of deleting a document folder in a client card.

This article covers the new Client Card, available to selected clinics from August 2026. If your Client Card looks different, see the How to Delete a Document Folder (Classic) guide instead.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account, then use the search bar at the top of the screen to find the client — type at least three letters of their name and Pabau will filter the results as you type.

image-png-May-14-2026-01-53-39-2520-PM

Step 2: Open the Documents Section

Click the "EMR" tab (labelled "Chart" for US businesses), then click the "Documents" card.

Documents card on the EMR tab of the new Client Card

Step 3: Delete the Document Folder

Locate the folder you want to delete and click the three-dot menu on the far right of its row, then select "Delete".

Delete option in a folder’s three-dot menu

A confirmation window appears — click "Delete" to permanently remove the folder.

Delete folder confirmation window

Deleting a folder also permanently deletes every file inside it — neither the folder nor its files can be recovered. To keep any documents, move them to another folder first.

By following these steps, you can delete a document folder from the client card.


Was this guide helpful? Let us know by voting below — your feedback helps us write clearer articles.

For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.