Deleting spreadsheets
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Deleting a sub-object spreadsheet from the Case Shortcuts pane permanently removes it from the case. Any data in the spreadsheet will also be deleted. If you need to save a copy of the data, you may want to export it before deleting the spreadsheet.
Primary object spreadsheets cannot be deleted, including: All Objects, Persons, Organizations, and Documents.
Deleting a spreadsheet is an exclusive process. You cannot delete a spreadsheet in a master case where the spreadsheet exists in an outstanding replica case.
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When you delete a spreadsheet or case record, CaseMap also deletes all annotations in linked files associated with the records and/or spreadsheets. CaseMap then flags the annotated record for deletion. The next time you rebuild the case index, the annotated record will be deleted from the case. Similarly, if you change a linked file in a record to point to another linked file, CaseMap will flag the annotated record for deletion in the case the next time the index is updated. |
You can also click on the Tools menu and then click Customize Object Spreadsheet.
The spreadsheet no longer displays in the All Shortcuts pane. Click Close to save your changes.
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