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How Do I Recover a Deleted Item In Clio?

Objective:

  • Restore deleted items
  • Undelete something
  • Access erased data
  • Restoring a deleted client 

Environment:

  • Clio Manage

Additional Information:

Note that Recovery of deleted items is not guaranteed

  • Only Administrators are able to access the Recovery Bin
  • Additional filtering options are available by selecting Filter on the right
  • Only Tasks, Activities, Matters, Contacts, and Calendar Events can be recovered
  • To recover deleted Documents or Folders, please go here
  • To recover multiple items check the boxes on the left, Recover from the Action drop-down, and then Apply. You can also use the "Select All" option at the top of the page to select all items.
  • A maximum of 1000 items per page can be recovered in a bulk fashion. To view more items per page, click the Filter button and choose from the "Items per page" dropdown.
  • When recovering a large number of items, you will not see any progress indicator, but will be notified when the process is complete. Recovering 1000 items at a time could potentially take up to 15 minutes.
  • If you do not have permission to view an item it will not be visible. Only a user with permission to view that item can recover it.

Procedure:

  1. Go to Settings
  2. Select Recovery Bin
  3. Locate the item(s) that you wish to restore
  4. Select Recover
  5. Select OK to confirm recovery

 

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