---
title: How do I delete or archive a case?
description: If you have opened a case which you no longer need to work on and want to delete it, follow this guide
---

[Skip to content](https://knowledge.exizent.com/how-do-i-delete-or-archive-a-case#main-content)

![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png)

Open main navigation

Close main navigation

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en)
2. [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en)
3. [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-your-case)

# How do I delete or archive a case?

## 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](https://knowledge.exizent.com/how-do-i-close-a-case?hsLang=en)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**

**![](https://knowledge.exizent.com/hs-fs/hubfs/image-png-Dec-27-2024-12-37-58-2168-PM.png?width=198&height=400&name=image-png-Dec-27-2024-12-37-58-2168-PM.png)**

- In the window that pops up, click**Archive case **again

![20220102 Archive Case](https://knowledge.exizent.com/hs-fs/hubfs/20220102%20Archive%20Case.png?width=536&height=414&name=20220102%20Archive%20Case.png)

- 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](https://knowledge.exizent.com/locate-my-case?hsLang=en)

![20220102 search archived cases](https://knowledge.exizent.com/hs-fs/hubfs/20220102%20search%20archived%20cases.png?width=688&height=254&name=20220102%20search%20archived%20cases.png)

- To unarchive, open the case and from the bottom left hand menu click **Unarchive case **

![20220102 Unarchive case](https://knowledge.exizent.com/hs-fs/hubfs/20220102%20Unarchive%20case.png?width=218&height=450&name=20220102%20Unarchive%20case.png)

👌 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

 

- [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#main-content)

    - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#getting-started)
    - [Troubleshooting setup issues](https://knowledge.exizent.com/getting-started?hsLang=en#troubleshooting-setup-issues)
    - [Multifactor Authentication (MFA)](https://knowledge.exizent.com/getting-started?hsLang=en#multifactor-authentication-mfa)
    - [Invoicing](https://knowledge.exizent.com/getting-started?hsLang=en#invoicing)
- [Adding people related to your case](https://knowledge.exizent.com/adding-people-related-to-your-case?hsLang=en)
- [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en)
- [Correspondence](https://knowledge.exizent.com/correspondence?hsLang=en)
- [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#main-content)

    - [Creating a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#creating-a-case)
    - [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-your-case)
    - [Managing the people who can work on your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-the-people-who-can-work-on-your-case)
- [Estate Accounts](https://knowledge.exizent.com/estate-accounts?hsLang=en#main-content)

    - [Estate accounts output](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-output)
    - [Income](https://knowledge.exizent.com/estate-accounts?hsLang=en#income)
    - [Expenses](https://knowledge.exizent.com/estate-accounts?hsLang=en#expenses)
    - [Distributions](https://knowledge.exizent.com/estate-accounts?hsLang=en#distributions)
    - [Estate accounts tabs](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-tabs)
- [Forms](https://knowledge.exizent.com/forms?hsLang=en#main-content)

    - [Inheritance Tax Forms](https://knowledge.exizent.com/forms?hsLang=en#inheritance-tax-forms)
    - [Court Forms](https://knowledge.exizent.com/forms?hsLang=en#court-forms)
    - [Managing Forms](https://knowledge.exizent.com/forms?hsLang=en#managing-forms)
- [Integrations](https://knowledge.exizent.com/integrations?hsLang=en#main-content)

    - [Actionstep](https://knowledge.exizent.com/integrations?hsLang=en#actionstep)
    - [Clio](https://knowledge.exizent.com/integrations?hsLang=en#clio)
    - [LawWare](https://knowledge.exizent.com/integrations?hsLang=en#lawware)
    - [P4W](https://knowledge.exizent.com/integrations?hsLang=en#p4w)
    - [Smokeball](https://knowledge.exizent.com/integrations?hsLang=en#smokeball)
    - [Other systems](https://knowledge.exizent.com/integrations?hsLang=en#other-systems)
- [User Management](https://knowledge.exizent.com/user-management?hsLang=en#main-content)

    - [Account Settings & Access](https://knowledge.exizent.com/user-management?hsLang=en#account-settings-access)
- [Valuation tools](https://knowledge.exizent.com/valuation-tools?hsLang=en)

[![Chill listening crop-3](https://knowledge.exizent.com/hs-fs/hubfs/Website%20Assets/Exizent_logo_non-fixed_Black_Large.png?width=108&height=24&name=Exizent_logo_non-fixed_Black_Large.png "Chill listening crop-3")](http://exizent.com)

Exizent Knowledge Base

<https://www.linkedin.com/company/exizent>

Copyright © 2026, Exizent Ltd