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How to Restore Previously Deleted Documents

Objective:

  • Find and restore trashed documents in Clio
  • How to show Trashed Files 
  • How to find deleted Documents and Folders
  • Bring back deleted Documents

Environment:

  • Clio Manage

Additional Information:

  • This option is available from the main Documents page, the Documents tab on the page for each Contact and Matter, and specific document folders
  • Trashed Files can be recovered for up to 30 days before being permanently deleted

Procedure:

  1. Go to Documents
  2. Click the Filters dropdown at the top-right
  3. Click the Show Trashed Files checkbox
  4. Click the Restore button beside the document(s) you want to recover
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