How do I delete something when I make a mistake : Folio App Knowledge Portal

How do I delete something when I make a mistake Print

Modified on: Tue, 13 Oct, 2020 at 5:54 PM

In order to 'Delete' any holding, portfolio or asset allocation follow the steps below:

Click on the relevant asset or report if on a page which allows you to do so, or within a record itself just click on the 3 dots next to the cog in the top right of the screen.

Once in the menu, click 'Archive' this will archive the record or report and clean it from your dashboards and portfolios.

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How do I delete something when I make a mistake Print

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