When you Remove a company from your Portfolio Inform Direct will check the Document Library to see if any Documents have been 'tagged' to the Company you are about to remove.



How do I remove a Company from a Portfolio?



You can keep all, some or none of the listed Documents.


If you click the green 'Confirm' button the Company will be removed from the Portfolio and any Documents you do not delete will be retained in the Document Library.


If these need to be deleted at a later date:


How do I remove a Document from the Document Library?