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:
- Go to Settings
- Select Recovery Bin
- Locate the item(s) that you wish to restore
- Select Recover
- Select OK to confirm recovery