If you have opened a case which you no longer need to work on and want to delete it, follow this guide
💁 Please note, if you wish to close the case because you've completed it rather than because you want to delete it, see here for the guide on how
If you no longer require a case, for example a client no longer wishes you to act on their behalf, you are able to archive the case so it no longer shows up in your workload. You can always unarchive a case if necessary.
- When you open the case, navigate to the bottom left and click Archive case
- In the window that pops up, click Archive case again
- You'll immediately be taken back to the Your overview page showing your case dashboard
- Back in Your overview or Company overview, you can see the Status of all cases and are able to filter in order to see All Cases, Open, Closed or Archived. Find out more about the search and filter functions for cases
- To unarchive, open the case and from the bottom left hand menu click Unarchive case
👌 You can archive any case if you are a Company admin but if you are a Case owner, you can only archive cases you have created
👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help
🖥️ Chat to us through the knowledge base - click the chat icon in the bottom right corner of this page
☎️ Call us on 020 8152 2902
✉️ Email us on support@legal.exizent.com