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Delete a Document In Proposals
The following steps walk you through how to delete a document from a proposal.
- Log into your account by going to www.myins.info.
- Click on the “My Clients” link in the main navigation across the top of the screen.
- Click on the “View” button for the client you wish to edit a proposal for.
- Click on the "View" button for the proposal you wish to delete a document in.
- Scroll down the page to the Documents box. Select the light gray trash bin icon to the right of the "View" button next to the document you wish to delete.
- Confirm your selection in the prompt box.
Congratulations! You have successfully deleted a document in your proposal. If you have any questions, please contact support@betteragency.io.