Delete a Binder

Users with proper security access can delete open binders. Otherwise, only closed binders can be deleted.

1. Locate the customer in question and access the Proofs of Insurance area .
   1. To access Accounts from the Home screen, do one of the following:
      • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.

      To access Accounts from another area of the program, do one of the following:

      • Click Home > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.
   2. In the Locate account dropdown menu, select Client.
      
      Note: You can access binders from the Account Detail screen in the same manner.
2. Click Binders under Proofs of Insurance on the navigation panel.
   
   Note: You can access binders from the Policies area by clicking Access > Proofs > Binders > Open Binders or Closed Binders on the options bar or menubar.
3. A list of binders for the selected customer displays. Click the word Binders in the view filter.

4.  

   Two choices display:
   

   • Open
   • Closed

Click Closed.

Note: Only closed binders can be deleted.

5. Click the binder you wish to delete.
6. Do one of the following:
   
   • Click the Delete button to the left of the list.
   • Click File > Delete on the menubar.
   • Press [Ctrl]+D.
   • Press [Delete] on your keyboard.
7. You are prompted, "Do you wish to delete this record?" Click Yes.