This article explains how to delete a Case in Unity® Practice Management.
Follow the steps below to delete a Case.
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In your Dashboard page, search for a Live Case.
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Select the Live Case and you will be navigated to the Case Summary page.
- Click Edit Case.
- Scroll down on the Case Details window and click Delete This Matter.
- Scroll back to the top and select Ok if you would like to proceed with the deletion.
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