Remove

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Remove

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In order to remove a policy, open up the policy in question and click on clip2997 from the side menu.  A pop-up confirmation will appear.

 

clip3008

 

Click OK, and if the removal is successful, the Policy should no longer be listed.

 

Note: Policies with the status of 'working' can only be removed and they have to be blank in which there can be no invoices created.  If there is an invoice linked to the policy, use the "Reverse" function instead.