Delete a Document

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

• Matter Details
• Activities

From Matter Details

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter, or single-click the matter to highlight it, then in the toolbar, click Details.
3. From Matters Details left navigation, click Documents.
4. In the Documents screen, single-click the applicable subfolder.
   The subfolder’s contents display in the section to the right.

5. Single-click the file to highlight it.
6. From the toolbar, click Delete.
   The Delete Item message box reads: Are you sure you want to delete selected item?
7. Click Yes.
   The system deletes the item from CosmoLex and your external storage solution.

From Activities

To delete a document:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Documents.
3. On the Documents screen, single-click the applicable matter’s folder.
   The matter’s folder structure displays toward the middle of the screen. 

4. Click the subfolder within which the document is located.
   The folder’s contents display on the right half of the screen.
5. Single-click the file to highlight it.
6. From the toolbar, click Delete.
   The Delete Item message box reads: Are you sure you want to delete selected item?
7. Click Yes.
   The system deletes the item from CosmoLex and your external storage solution.