Remove a reference from a chat
Case or document references are not mandatory for chat and you can therefore remove all case and/or document references from a chat without being warned.
You can only view chat references to cases or documents you have read access to.
From the bottom of the browser page
- Click
WorkZone Chat at the bottom of the browser window to open the chat window. - In the Recent chats pane of the chat window, select the chat you want to remove a case or document reference from and click
Edit to open the Edit chat form. - Removing cases:
In the Cases field in the Edit chat form, click the x to the right of the case name to remove the case from the chat. - Removing documents:
In the Documents field in the Edit chat form, click the x to the right of the document name to remove the document from the chat. - Click Save to save your changes and close the Edit chat form.
You can also remove case or document references in the chat message area (left pane) of the chat window by clicking References > Cases tab or References > Documents tab and then click 
Remove to remove new case or document references.
From the Chats detail tab
- On the Chats detail tab on the case detail page or document detail page, select the chat you want to remove a case or document reference from and click Edit to open the Edit chat form.1
- Removing cases:
In the Cases field in the Edit chat form, click the x to the right of the case name to remove the case from the chat. - Removing documents:
In the Documents field in the Edit chat form, click the x to the right of the document name to remove the document from the chat. - Click Save to save your changes and close the Edit chat form.
1You can also right-click a chat in the Chats detail tab and select Edit as well as double-click the chat in the Chats detail tab to open the chat window and then select Edit.
See Also
