Documents may be deleted if created unnecessarily in the program. Only the document owner or an administrative user may delete a document.
Steps
To delete a document:- Visit Caseload or All to find the document(s) you wish to delete.
- Check the document(s) you wish to delete (in the box to the left of the document name).
- Locate the Actions menu button along the top. Select Delete from the menu.
- A strikethrough will appear through the document name(s) in the list.
- The next time you navigate to the list, the deleted document(s) will no longer appear.
lightbulb Tip
Once a document has been deleted, it can be
undeleted by the owner of the document or an administrative user.