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SmartVault Customer Center

Delete a Client by Deleting the Client Vault

When you delete a client vault, all records and documents associated with that client are removed from your SmartVault account.

If you want to remove a client and all of that client's documents from your SmartVault account, you can delete the client vault associated with that client. 

Note: You can recover a client from the recycle bin for up to 90 days. See Using the Recycle Bin for more information.

To delete a client vault:

1. Sign in to the SmartVault Portal
2. Click Files and Folders

3. Navigate to the client you want to delete. 
4. Enable the checkbox next to the client and then click the Send selected items to trash icon.

5. A confirmation message appears confirming that all documents stored in this vault will be deleted. Click OK.