Deleting Documents for Sorted Connect Accountants

Deleting Documents for Sorted Connect Accountants

Documents uploaded to the complimentary accounting portal can be deleted BEFORE they are submitted to the auditor. 

To delete a document, navigate to the DMS.

Locate the fund and year from the list of jobs. 

and click into the Unsorted Folder

Accountants and Administrators using a connected portal cannot delete documents after they have been submitted to the auditor. 

Please contact your auditor and request they remove the erroneous document. 

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