Data Management

Data Management contains permanent deletion controls reserved for the Account Owner.

What You Can Do in Data Management

Bulk Deleting Participant Documents

Start a background operation that deletes every deletable Document for one Participant. Protected Documents are skipped and reported. See Bulk Deleting Participant Documents.

Deleting Case Notes

Enable or disable permanent Case Note deletion for the account. Enabling it does not bypass Note permissions, visibility, or locks. See Deleting Case Notes.