Delete Managing Clients, Clients, or Cases

Components in the ADDAutomated Digital Discovery Case Management page must be deleted from right to left—that is, cases first, then clients, then managing clients. When these items are deleted, they are also deleted from ADD Review and ADD Processing.

To delete items from the Case Management page:

1. Click Case Management on the ADD Home page (or Case Management on the main menu).

2. In the left pane of the Case Management page, click Case Management.

3. Continue with the following steps as needed.

4. To delete a case:

   1. Click corresponding to the needed case and select Delete Case.

   2. Click OK in response to the confirmation message.

5. To delete a client:

   1. Make sure all cases associated with the client have been deleted.

   2. Click corresponding to the needed client and click Delete ClientThe highest level in the ADD hierarchy. A Client is required to create a case..

   3. Click OK in response to the confirmation message.

6. To delete a managing client:

   1. Make sure all clients associated with the managing client have been deleted.

   2. Click corresponding to the needed managing client and click Delete Managing ClientManaging clients provide the basis of the relationship between cases and reviewers (groups and users). This can be thought of as a one-to-one relationship. For example, the law firm is called Attorney Group Limited, PLLC, and it would have multiple managing clients (Globex, Consolidated Industries, etc.). These managing clients will then have their own clients and cases. For Service Providers, who host their own multiple customers, all clients may be associated with a single managing client. For example, the managing client is called Service Providers, Inc., and it may have one or more clients that are associated with it. These managing clients will then have their own clients and cases..

   3. Click OK in response to the confirmation message.

7. Notify other administrators and users of the changes.