How to Delete a Filenote

After creating a Filenote, it may be decided that the note needs to be deleted. To delete a filenote follow these steps:

1. Enable User Permission

In order to delete a file note your user profile must have permission to delete a filenote.

1.1. Login as Administrator

To set the user permission you will need to first login as Administrator.

Login as Administrator
1.2. In the top toolbar, go to Tools > Administrative > Preferences
In the top toolbar, go to Tools > Administrative > Change Matter ID
1.3. Set the User Permission

Now go to the User Permissions tab and set the user to 'Allow User to Delete Filenotes'. The click Save & Exit to finish.

2. Go to the Filenotes Tab

Find the filenote that you want to delete, by first going to the Filenotes tab of the relevant matter.

3. Select the Filenote and then right-click

To bring up the delete option, select the Filenote that you want to delete, and then right click that note to bring up the context menu. Now click Delete Filenote.

4. Confirm Deletion

You will now be asked to confirm that you want to delete the filenote. Click Yes to proceed.

5. Filenote Deleted

The Filenote will now be deleted.