Financial Connections
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How to Remove a Financial Connection 

  1. Log into your Docyt account.
  2. Click on the gear icon in the top right corner and then select 'Financial Connections'.
  3. To remove a financial connection, click on the ellipsis menu (represented by three dots) next to the financial connection you wish to remove. It is important to note that the financial institution account must be first disconnected before it can be removed.
    Remove Financial Connection
  4. Once the account is disconnected, you can remove it by selecting 'Remove' from the three dots menu. A confirmation window will appear, asking you to confirm the removal of the account. Click on the 'Yes' button to proceed with the removal.
    Screenshot 2023-07-10 at 10.49.24 AM