How to Delete or Rename a Binder (ATB)

Currently Tallyfor does not allow deletion of  Binders. For example, if you wanted to delete V1, because because you have already created and mapped V2. The workaround is that you can

Delete a Binder

You can delete individual Binders by opening the Client Detail side panel and clicking the trash can icon. A DELETED BINDER CANNOT BE RESTORED.

You'll be asked to confirm the deletion. All attachments and supporting documentation will also be deleted.

Rename a Binder

Rename the name of the Binder by clicking the pencil icon next to the name.

We suggest that you rename the Binder to make it clear not to use it (see below example).

Archiving and then eventually deleting a specific Binder is on the future product roadmap. This feature will function similarly how you archive a client today.