Deleting a parent file from CaseWare Cloud

Deleting a parent file from CaseWare Cloud

This article provides a guide on how to delete an engagement file which has been published under an entity which has been set up on CaseWare Cloud.

Step 1: Open the page of the entity via CaseWare Cloud.

Step 2: Click on the name of the engagement file which needs to be deleted - This will present you with the following screen.

Step 3: Click on the 3 horizontal dots and click "Abandon Sync Copy" select all the users with a child copy and click "Ok".

Step 4: Click on the 3 horizontal dots and click "Clear SmartSync Information"

Step 5: Click on the 3 horizontal dots and click "Delete".

Step 6: Have all users with a child copy open their copy and delete it.

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