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Trash Can
Trash Can

Review and restore deleted Contacts, Matters, Forms, Tasks, Notes, Invoices, Messages, and Files

Updated over 6 months ago

Overview

With Docketwise's Trash Can feature, you can review and restore deleted Contacts, Matters, Forms, Tasks, Notes, Invoices, Messages, and Files

Contents

Restoring Deleted Contacts

In order to restore a deleted Contact in Docketwise, you will need to follow the steps below:

  1. Navigate to the Contacts Dashboard

  2. Click on the Trash option

  3. Click on the ⋮ icon (on the right-hand side) of the Contact you would like to restore

  4. Click Restore

Note: To navigate back to the Contacts Dashboard, click the Return option.

Restoring Deleted Matters

In order to restore a deleted Matter in Docketwise, you will need to follow the steps below:

  1. Navigate to the Matters Dashboard

  2. Click on the Trash option

  3. Click on the ⋮ icon (on the right-hand side) of the Matter you would like to restore

  4. Click Restore

Note: To navigate back to the Matters Dashboard, click the Return option.

Restoring Deleted Forms

In order to restore a deleted Form in Docketwise, you will need to follow the steps below:

  1. Navigate to the Forms Dashboard

  2. Click on the Trash option

  3. Click on the ⋮ icon (on the right-hand side) of the Form you would like to restore

  4. Click Restore

Note: To navigate back to the Forms Dashboard, click the Return option.

Restoring Deleted Tasks

In order to restore a deleted Task in Docketwise, you will need to follow the steps below:

  1. Navigate to the Tasks Dashboard

  2. Click on the Trash option

  3. Click on the 🔃 Restore of the Task you would like to restore

Note: To navigate back to the Tasks Dashboard, click the Return option.

Restoring Deleted Notes

In order to restore a deleted Note in Docketwise, you will need to follow the steps below:

  1. Navigate to the Notes Dashboard

  2. Click on the Trash option

  3. Click on the ⋮ icon (on the right-hand side) of the Note you would like to restore

  4. Click Restore

Note: To navigate back to the Notes Dashboard, click the Return option.

Restoring Deleted Invoices

In order to restore a deleted Invoice in Docketwise, you will need to follow the steps below:

  1. Navigate to the Invoices Dashboard

  2. Click on the Trash option

  3. Click on the ⋮ icon (on the right-hand side) of the Invoice you would like to restore

  4. Click Restore

Note: To navigate back to the Invoices Dashboard, click the Return option.

Restoring Deleted Messages

In order to restore a deleted Message in Docketwise, you will need to follow the steps below:

  1. Navigate to the Messages Dashboard

  2. From the Emails tab, click on the Trash option

  3. Click on the 🔃 icon (on the right-hand side) of the Message you would like to restore

Note: To navigate back to the Messages Dashboard, click the Return option.

Restoring Deleted Files

In order to restore a deleted File in Docketwise, you will need to follow the steps below:

  1. Navigate to the Files Dashboard

  2. Click on the Trash option

  3. Click on the 🔃 icon (on the right-hand side) of the File you would like to restore

Note: To navigate back to the Files Dashboard, click the Return option.

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