Disconnecting from a client

How to disconnect from a client, and what happens when you do.

Sari Rybar avatar
Written by Sari Rybar
Updated over a week ago

Disconnecting from a client means removing the ability to share files, contracts, invoices, and proposals between you and that contact. Disconnecting will not archive or delete any past invoices or contracts shared between you, or the contact record itself, so you'll still have access to all the items shared between you to-date.

You can disconnect from a contact at any time - and it's super easy! Here are the steps:

  1. Log In

  2. Click Contacts from the left side navigation panel.

  3. Select the client's name you wish to disconnect from

  4. Click the +ACTION button, then "Disconnect" button

Note: You will need to reconnect with the client before being able to send a new contract or invoice to that recipient.

Did this answer your question?