To delete a file from the client's face sheet, complete the following steps:

WARNING! Files uploaded to client face sheets are also available from within the Client History Report.  When files are deleted from the file cabinet using this process, they are also removed from the Client History Report.

1. Click the Program drop-down arrow in the upper right-hand corner of the page and select the program associated with the client to be worked with.
2. Click Census from the left-hand menu, and then click Profile.  The Profile fly-out menu is displayed.
3. Click Face Sheet.  The Client Profile / Face Sheet Update Selection page is displayed.

4. Click the Client drop-down arrow and select the client whose records are to be worked with.

  TIP: To work with the records of a former (discharged) client, first click Roster Archives beneath the client selection option.

5. Click CONTINUE.  The Client Face Sheet page is displayed. 
6. Scroll down to the "Client File Cabinet" section of the face sheet, which includes links for each of the client's previously uploaded files (if any), sorted alphabetically by name. 

7. Click Update Client File Cabinet.  The Client File Cabinet Editing Index page is displayed. 

  NOTE: This page contains a list of all files currently attached to the selected client's face sheet.

  TIP: Click a heading in the file table to sort the table contents by that column.  Click that heading again to reverse the sort order.  To sort by a secondary characteristic, press <SHIFT> and click on a second column heading. 

8. Click the name of the file to be deleted.  The Client File Cabinet – Attach File page is displayed.  

9. Click the Delete checkbox.

  NOTE: This checkbox is only available to users with the "Delete Client File Cabinet Documents" exception override permission.

  NOTE: You can only delete one client file at a time.

10. Click UPDATE DOCUMENT.  The changes made to the uploaded file are saved, and the client's face sheet is re-displayed.

The process of deleting an attached file is now complete.

  NOTE: Deletions of Client File Cabinet files are tracked and can be viewed using the Audit Trail ReportBuilder.

  https://demodb.footholdtechnology.com/help/?12057