You can delete any document or entire folder with a click of a button. If you mistakenly delete a file or folder it can then be easily restored to ensure that accidental deletions do not result in loss of work.
Contents
- Deleting a Folder
- Restoring a Folder
- Restoring a Deleted Document
- Permanently Deleting a Folder or Document
Deleting a Folder
The following describes the process to delete a folder. To delete a folder, simply:
- In the Working Paper Index, identify the folder you want to delete;
- Hover your cursor over the green section of the folder until cog section containing the Delete button appears;
- Click on the Delete button;
- A pop-up warning will appear;
- Select OK, delete it, The folder and all of the documents it contained have now been deleted.
Restoring a Folder
The following describes the process to restore a folder. To restore a folder, simply:
- From the Options drop down menu on the Working Paper Index, tick the Show deleted workpapers box;
- All of the deleted folders will now appear as grey and strike-through to indicate they are deleted;
- Hover your cursor on the deleted folder you wish to restore to reveal the Restore button under the Cog icon;
- Click on the Restore button;
- Your folder will now turn blue to indicate that it has been successfully restored.
Restoring a Deleted Document
The following describes the process to restore a document. To restore a deleted a document, simply:
- From the Options drop down menu on the Working Paper Index, tick the Show deleted workpapers box;
- All of the deleted documents will now appear as grey and strike-through to indicate they are deleted;
- Hover your cursor over the document row until the cog icon appears;
- From the cog menu, select the Restore button.
Your document will now turn blue to indicate that it has been successfully restored.
Permanently Deleting a Folder or Document
The following describes the process to permanently delete a folder or document. Once documents have been permanently deleted they CANNOT be restored.
- From the Options drop down menu on the Working Paper Index, tick the Show deleted workpapers box;
- All of the deleted folders will now appear as grey and strike-through to indicate they are deleted.
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From the Options drop down menu on the Working Paper Index, select Empty Recycle Bin;
- A pop-up warning will appear;
- Click Delete to confirm the permanent deletion of all deleted workpapers and folders.
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