1. Open client profile

2. Select the Forms tab

3. If the form has not been finalized, locate it from the list below

4. If the form has been finalized, click the Previous Forms toggle and locate it from the list below

5. Click New Form, View/Edit, or View to open

6. Click the trash can icon

7. Form will be deleted

8: To undo, click the redo circle


THIS ACTION WILL NOT DELETE THE FORM ITSELF, ONLY THE INFORMATION THAT HAS BEEN ENTERED. ONCE YOU LEAVE THIS PAGE, THE INFORMATION WILL BE DELETED PERMANENTLY.