on 25-01-2019 10:25 AM
If you withdraw from a workspace, will it automatically remove any financial lines in the settlement tab and remove any documents in the documents area?
on 29-01-2019 09:52 AM
You will not be able to withdraw from a workspace if you (Allens) own any documents or financial line items in the workspace - these will need to be deleted or removed prior to withdrawal. If the only documents in the workspace are that which another member/participant has created, then you can withdraw without issue.
I hope this helps!
on 29-01-2019 10:16 AM
Is this the same for FI's?
on 29-01-2019 04:54 PM
Any financial entries or document created will need to be deleted before you can withdraw