Folder trash can
A Folder's trash can allows users to remove items from the matter's Folder without them being permanently deleted.
This is great for ensuring you always retain a full copy of all correspondence related to a matter.
Adding items to the trash can
- Within a matter, select the Folder tab
- Find the item you wish to moveMake use of the Folder's filters and search bar to easily find the items you are looking for.
- Select the '...' icon next to the item
- Choose Move to Trash
The item will be removed from the Folder but can be restored if needed.
Form completions and documents returned via an Esignature can't be moved to the trash can.
Draft emails can't be moved to the trash can, instead they are permanently deleted.
Restoring items from the trash can
- Within the matter, select the Folder tab
- Select the Trash Can filter on the lefthand side of the Folder
- Find the item you wish to restoreMake use of the search bar to easily find the item that you are looking for.
- Select Restore to the right hand side of the item
The item will be moved back to the Folder into it's original position.
Any items moved or restored from the folder's trash can will be recorded in the matter's History.
