Delete a Binder

Users with proper security access can delete open binders. Otherwise, a binder must be closed in order to be deleted.

1. Locate the client 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.

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 client displays. Click the word Binders in the view filter.

4. Two choices display:
   
   • Open
   • Closed

Click on 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.