Deleting Case Files

Deleting uploaded and processed files from your case in TrialKit is a simple operation. You can do this only if you are a Case Owner. Deleting files is permanent so please use caution when deciding which files to delete from your case. The article below details how to delete a file or a group of files as a Case Owner.

Reminder: Only a Case Owner has the right to delete files from a case. If you are not the Case Owner, review the Case Teammates section in Case Info and see who a Case Owner is and discuss deleting files with that case teammate. 

Permanently Deleting a Single File

1. While in your case navigate to Case Files

2. Select any of the Discovery organization views from the top:

    

3. When in that folder view scroll or search for the file you are looking to delete
4. Select that file with the check box to the left of the file name:

5. A menu bar will appear at the bottom of the screen when you select a file:

    

   

    

6. Select Permanently Delete on the far right of the menu bar

7. If you are not a Case Owner you will see this message:

    

8. If you are a Case Owner you can click Permanently Delete and you will be asked to confirm your intention to delete the file:

Deleting Multiple Files

If you want to select multiple files to delete, the steps are essentially the same as above however you will select multiple files within a page view.

1. Instead of selecting one individual file within the page view, select the box at the top of the file view menu to select all within that page view. 

2. This ONLY selects the files within that page view so if you have multiple pages and you want to select all files, you must adjust your page view setting or navigate to the next page in the view.

3. You can easily do this on the page navigation menu at the bottom of the page view:

    

   

    

4. A menu bar will appear at the bottom of the screen when you select the files
5. Select "Actions"

6. Select Permanently Delete on the far right of the menu ba

7. If you are not a Case Owner you will see this message:

    

8. If you are a Case Owner you can click Permanently Delete and you will be asked to confirm your intention to delete the file: