<< Click to Display Table of Contents >> Navigation:  Administrating FYI Server > Creating Clients and Matters > Deleting Matters

Deleting a matter removes it from the FYI Server and any associated clients. Once you delete a matter, if you need to recreate the matter, you need to associate the matter to the applicable clients, databases, and users again.

Matters can be deleted from from both the Matters and Tree side tabs on the Management tab in the FYI Admin Console.

 

To Delete a Matter

When you delete a matter from the Matters side tab or the Matters folder on the Tree side tab, the matter is deleted from the FYI Server and any associated client, databases, and users. When a matter is removed from a client in the Clients folder, the matter is only deleted from the selected client.

1.On the Management tab, click the Matters or Tree side tab.

2.Do one of the following:

•If you clicked the Databases side tab, in the Matters panel, click the matter you want to delete, and in the Tasks panel, click Remove matter.

•If you clicked the Tree side tab, right-click the matter you want to delete in the Matters or Clients folder, and click Delete matter.

3.If you are deleting a matter from the Matters side tab or the Matters folder on the Tree side tab, click Yes when asked Are you sure you want to delete/remove the following matter: [matter name]?.

i.If you are deleting a matter from a client, click Yes when asked Are you want to remove the association to the following matter: [matter name]?.