To stop a client from receiving reminders, cancel the check, which also halts ongoing monitoring but retains the check's information on the platform. To fully remove the client's data, delete the check. This guide is for Thirdfort Clients using the new CDD platform.
Deleting or cancelling checks
If you want to stop your client from receiving further reminders to complete their check, we recommend cancelling the check. Once cancelled, your client will no longer receive reminders. If you have ongoing monitoring on the check, you'll also stop receiving updates. The information already on the check will remain on the platform.
If you need to completely remove the client's data from the platform, you should delete the check.
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller.