How to disconnect / unsync a matter?

It's possible to disconnect the link between the DecisionVault matter and the matter in your case management tool or CRM. This might be necessary if you picked the wrong matter, or want to make other changes. To do so, navigate to the sync screen for the external system you would like to disconnect, from the matter details view:

Scroll down to the "Sync" box, and click the disconnect button:

This will open a dialog where you can confirm you are looking at the right matter:

To proceed, type the word "disconnect" into the input box, and click the green button.

Now you will be able to link the DecisionVault matter again, to the correct matter in the external system.

Frequently Asked Questions

Does disconnecting delete any information?

No. Disconnecting only removes the link between the DecisionVault matter and the matter in the external system. The records in both systems stay where they are.

When would I disconnect a matter?

Usually when the DecisionVault matter was linked to the wrong matter in your case management tool or CRM, or when you want to make other changes to the link.

Can I link the matter again after disconnecting?

Yes. After disconnecting you can link the DecisionVault matter to the correct matter in the external system and run the sync again.