This article covers:
NOTE: Only users with Administrator permissions have access to the bulk-delete feature.
Deletion Protections and Bulk Archiving
Since deleting records in CaseFleet is irreversible, we have set certain protections in place to prevent the accidental deletion of information from your case:
Issues, contacts, and sources that are linked to one or more facts cannot be deleted from the case unless they are first removed from all associated facts.
Only administrators can delete records in bulk.
The deletion must be confirmed by a final confirmation message.
As an alternative to bulk deletion, CaseFleet recommends using bulk archiving for sources and facts. To learn how to bulk archive source documents click here. For instructions on bulk archiving facts, click here.
Deleting Sources in Bulk
To delete multiple Source records in bulk, visit the Sources page. Once there you can select the sources that you would like to delete by checking the box to the left of the source name. After you have selected the desired sources, click the orange "Edit Sources" button that appears at the top-left of your Sources list:
The bulk editing modal will display. To bulk delete the selected records, click the trash can icon, located to the right of the "Archive Sources" button.
On the confirmation dialog that appears, click "Yes. Delete sources."
After confirming, the bulk-delete task will proceed, and the bulk-edit sources modal will remain on the screen until the delete task is complete. There are 2 possible outcomes of a bulk delete operation:
If all records delete successfully, a temporary blue confirmation message will pop up on the lower-left corner of your screen.
If one or more of the records selected fails or is protected from deletion, an error message will be displayed indicating the number of files deleted successfully and a count for how many sources could not be deleted in the operation.
Deleting Facts in Bulk
Deleting multiple facts from your case at one time follows the same bulk-editing process as sources. On the Facts page of your case, select which facts that you would like to delete by checking the box to the left of the fact in your chronology then click the orange "Edit Facts" button that appears at the top-left of the chronology:
The bulk editing modal will display. To bulk delete the selected records, click the trash can icon, located to the right of the "Archive Facts" button.
On the confirmation dialog that appears, click "Yes. Delete facts."
After confirming, the bulk-delete task will proceed, and the bulk-edit sources modal will remain on the screen until the delete task is complete.
If all records delete successfully, a temporary blue confirmation message will pop up on the lower-left corner of your screen. If one or more of the records selected fails or is protected from deletion, an error message will be displayed indicating the number of facts deleted successfully and a count for how many facts were not deleted.