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Can I delete a case, listing, or matter?

Why cases can't be deleted once a client is added, and how to cancel and recreate instead.

"I added test listings — how do I remove them?"

There is no separate test or sandbox environment, so any case you create while practising is a real record and can't be deleted. To learn the platform safely, join a daily live training session instead of creating test cases. [Verify: link to the daily session / Academy sign-up]

A "doubled up" or duplicate case

If a verification has doubled up after you resent the link, note that sending a second verification link cancels the first one and makes it invalid — so the original "waiting" entry won't count and doesn't need deleting. [Verify: confirm this is current behaviour] The client completes the most recent link to finish the check.

Related articles

  • How to set up a listing in Workflow

  • How to create a new case

  • Record-keeping requirements under AML/CTF law

This article provides general guidance only and is not legal advice.

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