User Roles Admin✗Staff contributor ✗External contributor ✗Pulse user 

This article explains how firm admin users can disconnect all client files from a sync in one action, using a safe and controlled bulk process.

Table of contents 

What happens when you disconnect client files in bulk?

When you disconnect client files in bulk:

  • Silverfin disconnects all client files connected to the selected sync at once.
  • A confirmation step lets you review the impact before you proceed.
  • Silverfin creates an audit log entry for each disconnected client file, so the action is fully traceable.

How do I disconnect client files in bulk?

  1. On the firm overview screen, click the 'Syncs' tab.
  2. Locate the sync you want to manage.
  3. On the sync card, click the three-dot menu next to the connected client count.
  4. Select 'Disconnect x clients'.
  5. Review the confirmation window. It shows how many client files will be disconnected.
  6. Type the required confirmation text and confirm the action.

What should I know before I disconnect client files?

  • This action cannot be undone. If client files are disconnected by mistake, they must be reconnected manually.
  • The action is available for both Administration syncs and Bookkeeping syncs.