Delete a Document

You can delete a document you uploaded to the application’s Documents section from

Important: Deleting a document in your application will also delete it from your external storage solution.

From Matter Details

From the left navigation panel, click Matters.
On the Matters screen, double-click a matter or single-click it, click on the three dots to the far right of the row and from the drop-down, click View.
From the tabs atop the Matters Summary section, click Documents.
In the Documents screen, single-click the applicable subfolder.
The subfolder’s contents display in the section below.
Select the file, click on the three dots at the top right and from the drop-down, click Delete.
The Delete Item message box reads: Are you sure you want to delete selected item?
Click Yes.
The system deletes the item from the application and your external storage solution.

To delete a single document:

From the left navigation panel, click Documents.
On the Documents screen, single-click the applicable matter’s folder.
The matter’s folder structure displays.
Click the subfolder within which the document is located.
The folder’s contents display on the right half of the screen.
Select the file, click on the three dots and from the drop-down, click Delete.
The Delete Item message box reads: Are you sure you want to delete selected item?
Click Yes.
The system deletes the item from the application and your external storage solution.

To delete documents in bulk:

From the left navigation panel, click Documents.
On the Documents screen, single-click the applicable matter’s folder.
The matter’s folder structure displays.
Click the subfolder within which the document is located.
The folder’s contents display on the right half of the screen.
Check the boxes beside the files you wish to delete.
From the toolbar atop the grid, click Delete.
Confirm the Delete Documents message by clicking Delete.
The system deletes the item(s) from the application and your external storage solution.

UpdatedAugust 18, 2025