Sealing a Case

Sealing a case makes it invisible to all users, except those who have special permission to view sealed records. Please note: this does not seal the client's full record, only a particular case. You can find instructions on sealing or unsealing a client's full record here. To proceed with sealing a particular case, follow the steps below.

1. Navigate to the case you wish to seal.
   
   
2. Click the overflow menu in the case toolbar (circled in red below). 
   
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3. When the menu opens, click Seal Case.
   
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4. You will be prompted to confirm that you do wish to seal the case. Click Seal Case to confirm.
   
   

Unsealing a Case

1. The image below displays how a sealed case record will look. You can unseal the case by again clicking the overflow menu in the case toolbar.
   
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2. When the menu opens, click Unseal Case. 
   
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3. You will be prompted to confirm that you do wish to unseal the case. Click Unseal Case to confirm.