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Lock a case to prevent accidental deletion

Locking a case protects it from accidental deletion. When a case is locked, it cannot be deleted from your overview until you unlock it.

How to lock a case

From the home screen, click the three-dot menu on the case card you want to protect.

Cases dashboard with three-dot menu icon highlighted on a case card

Click Lock Case in the menu.

Three-dot menu expanded showing Lock Case option

The case is now locked. A lock icon appears next to the case name to show it is protected.

Locked case showing lock icon next to case name

How to unlock a case

If you need to delete a locked case, unlock it first. Click the three-dot menu on the locked case and select Unlock Case.

Once unlocked, you can delete the case following the normal process.

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