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How to delete forms (certificates, binders, claims, evidence, changes)
  • Go to the Apps button on the Banner.
  • Put dot next to Forms-Non Apps.
  • Highlight the form and click OK.
  • Type in the name of the client and highlight the appropriate form.
  • Click on Utilities button.
  • Put check mark in Delete.
  • Click OK.
  • It will ask if you are sure you want to delete. Say Yes.

Warning: When you delete a certificate of insurance here, you are deleting the entire certificate, not just the one certificate holder.

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