Folder trash can

A Folder’s trash can allows users to remove items from the matter’s Folder without them being permanently deleted.

Tip

This ensures you always retain a full copy of all correspondence related to a matter.

Adding items to the trash can

Items can be added to the Folder’s trash can in two ways:

Individually

1. Within a matter, select the Folder tab
2. Find the item you wish to move

   Tip

   Make use of the Folder filters and search bar to easily find the items you are looking for.

3. Select the ’…’ icon next to the item
4. Choose Move to Trash

The item will be removed from the Folder but can be restored if needed.

Note

Form completions and documents returned via an Esignature can’t be moved to the trash can.

Caution

Draft emails can’t be moved to the trash can, instead they are permanently deleted.

In Bulk

1. Within a matter, select the Folder tab
2. Select Trash in the top right hand corner
3. Select the item(s) you wish to move. Select View on an item to open it and check it first, without selecting it

   Tip

   Items can be searched for by name or any labels applied

4. Select Send N items to trash, which counts the items you have picked. It stays greyed out until you pick one
5. Select Yes, send to trash to confirm

The item(s) will be removed from the Folder but can be restored if needed.

Restoring items from the trash can

1. Within the matter, select the Folder tab
2. Select the Trash Can filter on the lefthand side of the Folder
3. Find the item you wish to restore

   Note

   Make use of the search bar to easily find the item that you are looking for.

4. Select Restore to the right hand side of the item

The item will be moved back to the Folder into it’s original position.

Tip

Any items moved or restored from the folder’s trash can will be recorded in the matter’s History.