Where possible, we encourage you to change a matter's status to Cancelled when it is no longer needed. Changing the status ensures that you maintain a clear audit trail of any activity previously taken on a document.
However under certain circumstances such as the completion of onboarding or any testing, it may be useful to delete matters from the platform altogether.
The ability to delete matters is permission-based. If you are a member of your organisation's Legal team, you will be able to follow these steps to remove your matter from the platform.
Step 1. Navigate to your Matters list.
Step 2. Select the checkbox(es) to the left of the screen to highlight any matters that you would like to remove.
If you do not see checkbox(es) on your matters list, you will need to review your Legal team's settings.
Top tip! You won't be able to delete matters if you don't have any documents selected - remember to select the checkboxes for each matter that you'd like to delete before completing this step.
Step 3. Select the tools icon on the far right hand side of your list. Then click Delete matter(s).
Step 4. Confirm your selection by clicking Delete.
Top tip! You can also right click on your document list to delete matters.
If you do not have permissions to delete a matter, or if you would like any further assistance, reach out in our live chat or e-mail [email protected].