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Delete a Document
Updated over 6 months ago

How to delete a document from a case.

  • NOTE: This can only be done by a firm administrator or someone with the User is Allowed to Delete Documents from the Documents Tab permission.

  • Navigate to the Documents Tab of a case.

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  • Locate the document to delete.

  • Click on the dropdown arrow.

  • Select Delete.

Screenshot 2023-10-02 at 3.54.12 PM.png
  • A pop-up window with a warning will appear.

  • Click Delete.

Screenshot 2023-10-02 at 3.54.28 PM.png
  • The document will no longer be visible on the case and is permanently deleted.

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