In DiligenceVault, products, funds, strategies, or vehicles cannot be permanently deleted from the system once they have been created. This safety measure ensures historical data integrity and prevents the accidental loss of audit trails.
However, if you no longer want a product to appear in your active workspace, you can easily remove it from your view by marking it as Inactive.
To deactivate a product and remove it from your primary view, follow these steps:
Go to the left navigation bar and select Manage.
Click on Products from the dropdown options.
Locate and click on the specific product name you wish to remove.
In the top-right corner of the product profile page, click on the 3 Dots.
Select Mark as Inactive from the options and then click "yes inactivate".