Deleting a Case for Case Management 2.0

To delete a case from the Case Overview page, perform the following steps:

1. The Delete option can be accessed from the Case Overview page as shown below:
   

   

2. If the case has any documents that are Held, or contains any Custodian Hold policies then selecting Delete will prompt the following error message:
   

   Note

   Documents that are uncollected will not prevent case deletion.

3. Once all the documents have been released and Custodian hold polices are deleted, you can now Delete a case from the Case Overview page.