This article applies to: All Firm Users
Deleted items, such as Engagements, Requests, Documents, Signature Requests, and Global Files, will appear in the Trash. Firm Users with the Administrator role can restore or permanently delete items from the Trash.
Important: Only users who are part of an engagement can restore Requests and Request Documents for that engagement. Users won’t see any deleted items for engagements they are not a part of.
To restore item(s) from the Trash:
1. Go to the Trash page (garbage can icon in the main menu).
2. Under Type of Trash you will see the types of items that are currently in the trash (e.g. Engagements, Request, Request Documents).
3. User the filter to view the type of items you want to restore.
4. Select one or more items from the listing and click Restore to send the item (s) back to their original location.
