To be able to delete items a user will need to be in the DeleteDepartmentItemsGroup. You can tell if your user is in this group by going to a form and checking to see if you can see the trash can icon labeled "Delete" as pictured in the image below.

For a user to be able to delete items in a client’s folder they will need to be added to the DeleteDepartmentItemsGroup group. To start, find the user who will be getting the permission to delete items within user maintenance. User maintenance can be accessed by going to Tools, then on the left side menu clicking "User Maintenance". After that you want to locate the user who will be gaining permission within the list of users.

After selecting the user, scroll down to the bottom of the page and select "Groups/ Departments". In the first list box that appears, you will want to locate "DeleteDepartmentItemsGroup" and click the "+" button. This will give the user the ability to delete folder items.

1. To delete an item from a client’s folder simply go to the folder which contains the item to be deleted.

2. Next, locate the item to be deleted and check off the checkbox which appears in the left most column of the grid.

3. Finally, click on the “Delete” button.