Deleting a Recipient - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution
Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

To delete a recipient from the Customer Information dialog box:

  1. Select File | Customer Information.
  2. Select the appropriate Distribution Process or Class of Service.
  3. Select the appropriate Recipient Name.
  4. Click Delete.
  5. A message asking Are you sure you want to delete the currently selected customer? is displayed. Click Yes to delete the customer. Click No to cancel the deletion process.
  6. If you select Yes, a warning stating You cannot remove this customer if they are involved in an incomplete transaction. It could take a couple of minutes to check if this is the case before performing the delete. Do you want to proceed? Select Yes to proceed with the process. Select No to cancel the deletion process. If the customer is involved in an incomplete transaction, you will not be able to delete the customer.
  7. If you selected Yes and if only one Customer ID keyword string exists for the customer, the deletion will be complete. If more than one Customer ID keyword string exists for the customer, the Choose Entry to Delete dialog box will display. Select the appropriate Customer IDKeyword to be deleted.
  8. Click Delete.
  9. A message asking Are you sure you want to delete this customer? is displayed. Click Yes to delete the customer. Click No to cancel the deletion process.