How to Delete a Case

RECOMMENDATION: Consider hiding, rather than deleting, Cases.

  1. Find the desired Case

    1. through opening the containing Cabinet and selecting it,

    2. or using the scroll bar on the Cases panel,

    3. or with the help of the search bar on the Case Manager screen.


  1. The Edit Case pop-up window automatically opens when selecting from the drop-down of possible hits.
    To select a Case from the list, double-click the Case title or highlight it, then click Open in the Cases panel.

  2. The Edit Case pop-up window for the Case opens.

  3. Click the 'three-dot' (options) icon in the top right corner of the pop-up window and select Delete.



A confirmation pop-up appears.



If confirmed, the Case will be deleted.


For further information, visit our Case Manager and Cases - How to pages or watch our Case Manager Training Videos.