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Delete a client’s document
Delete it from the client’s Documents tab. It’s removed for you and the client.
Before you start
- Who can do this
- Agency Owner or Admin
- Where in Orbit
- Sidebar › Data › Documents
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Clients, choose the client, then open the Documents tab.
Press the bin on the document’s row.
Confirm “Delete this document?”.
When it worked
Orbit confirms “Document deleted”, and it disappears from the client’s portal too.
If something goes wrong
Orbit showsFailed to delete
Only an Agency Owner or Admin can delete documents. If you are one, try again.
There’s no delete in the Documents library.
The library is for finding and downloading. Delete from the client’s Documents tab.
How it works
Limits: Document limits
Every document belongs to one client, and once added it can’t be edited. Deleting is the only change you can make.
- There are no agency-wide documents: every upload is for one client.
- Orbit doesn’t restrict file types.
- You can’t rename a document, change its category or replace its file. Delete it and add it again.
- Delete from the client’s Documents tab. The library has no delete.
- Deleting also removes the stored file, for you and the client.
- The library has no search or filter. To see one client’s documents, open that client’s Documents tab.
Explainer: What clients see of their documents
A client sees every document filed for them that says Yes under Client sees it. Files you upload are visible straight away; Agency only documents stay hidden.
- Clients see them on their portal’s Documents page, where they can download each one, and the latest three in a Recent documents card on their dashboard.
- Switching Documents off for a client in Settings › Client Navigation hides the page and the card.
- Orbit doesn’t email or notify the client when you add a document.
- Only documents Orbit builds for you start as Agency only. They become visible once someone approves them in Mission Control, where your agency has it.
- There’s no switch to hide a single uploaded document. Delete it, or switch Documents off for the client to hide them all.
- Clients can’t upload, edit or delete documents.