Delete a Document

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.  

• Locate the document to delete.
• Click on the dropdown arrow. 
• Select Delete. 

• A pop-up window with a warning will appear.
• Click Delete.

• The document will no longer be visible on the case and is permanently deleted.