How to Delete a Letter from Gorilla®

How to Delete a Letter from Gorilla®

QUESTIONS THAT APPLY TO THIS TOPIC

  • How do I delete a letter in Gorilla 4? 
  • How do I delete an attachment? 
  • How do I delete a script/checklist? 

ANSWER

  1. Open the Document Manager by clicking on the Messaging menu, and then selecting Document Manger. 
  2. Locate the letter that you wish to delete and highlight it. 
  3. There are two ways to delete the letter: 
    • Click the delete button at the top of the Document Manager. 
    • Right click on the letter, and select delete. 


    • Related Articles

    • How to Delete a System User

      QUESTIONS THAT APPLY TO THIS TOPIC How do I delete a system user? One of our employees recently left the company, how do I get them out of the system? ANSWERDeleting a System User is not recommended. In fact, the system will not allow you to delete a ...
    • How to Fix Letter Missing from Document Manager

      PROBLEM When importing a letter, Gorilla gives the message "A file with the name "Lettername.ONE" already exists. Please rename the file you are trying to import or delete the existing document via Gorilla.", but the letter is missing from the ...
    • Gorilla Hangs When Sending an Email

      PROBLEM When trying to send an email, Gorilla just hangs and the cursor spins. CAUSE This is an issue with Gorilla 4.3 and older using MS Office 2010 and newer. It is caused by the text box that is overlaid on the letterhead box within the letter. ...
    • How to Use Merge Fields in Gorilla® Letters

      QUESTIONS THAT APPLY TO THIS TOPIC How do I insert a Merge Field? How do I delete a Merge Field? Where do I input the data for Custom Merge fields? ANSWER Important: If you make any changes to Merge Fields in a letter, be sure to “Save and Exit to ...
    • How to Install Artwork and Insert Letterhead in Gorilla® 4.x

      QUESTIONS THAT APPLY TO THIS TOPIC How do I load artwork in my Gorilla System? How do I insert my letterhead and footer in my Gorilla System? ANSWER Gorilla is configured to merge advisor and staff information through initials defined in the system.  ...