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Delete a Case

Delete a case when you no longer need it. This permanently removes the case and everything inside it.

Important

Deleting a case permanently removes all associated data, including documents, reports, and contact information. This cannot be undone.

Steps

  1. Open the Cases list.
  2. Find the case you want to delete.
  3. Click the three-dot menu (⋮) next to the case name.

  4. Click Delete.

    Delete Case Menu

  5. Confirm the deletion in the dialog that appears.

    Confirm Deletion

You're done when…

The case no longer appears in your case list.

Next steps