KCS - 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

Environment:

  • Clio Web App

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 Show Trashed Files at the top-right
    • If recovering a single document, click on the Recover option (appearing under the file in the list); otherwise proceed with step 3
  3. Check the box beside the documents you want to recover
  4. Click Actions
  5. Select Restore
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