Deleting a Matter

Modified on Thu, 16 May 2024 at 04:06 PM

In this article:

Sometimes you may need to delete specific matters from your Actionstep system. 

WARNING: If there are any accounting transactions or any other types of records associated with the matter, you will not be able to delete it. If this is the case, you can just close the matter or set it to inactive instead.


How-To Video

Deleting a Matter

  1. In Actionstep, edit the matter you want to delete. (See Editing a Matter for help.)
  2. While viewing the matter, click the tooltip icon next to the matter name.  A window appears.
  3. Click Edit. The Edit Matter Properties window appears.
  4. Find the Deletebutton in the lower-left corner of the window:
    • If the button is red, click Delete. The matter will be deleted from your system.
    • If the button is grey, hover over the tooltip icon to learn why you cannot delete the matter and attempt to resolve the issue. Then complete this process again. If you cannot resolve the issue, consider closing the matter or marking it inactive.

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