Theban_T
Level 1
01-11-2020
05:37 PM
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I'm new to Link and have a client that I'm doing multiple years for. They logged in and uploaded all their documents into the 2019 section of the portal and I need to remove and organize these documents.
I can download and upload the documents to the correct tax year but their 2019 folder still has documents from different years ... how do I clean up the 2019 tax year section of the portal?
(i.e. how do I delete documents and questions)
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