KCS - How Do I Recover a Deleted Item In Clio?

Objective:

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

Environment:

  • Clio Web App
  • Clio Settings > Recovery Bin

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 multiple items check the boxes on the left, Recover from the Action drop-down, and then Apply - a maximum of 25 items per page can be recovered in a bulk fashion.
  • 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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality