Finding a Deleted Item in NetDocuments

Posted in NetDocuments Tips, NetDocuments User Tips on May 3, 2022 by Craig Bayer

When a document is deleted in NetDocuments, it really doesn’t delete.  NetDocuments allows you to find those deleted items and restore them.

Step 1: In NetDocuments open up Advanced Search

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Step 2: Click Show more options

 

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Step 3: Check Deleted items

 

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Step 4:  Once you found a deleted item, you can check the box next to it, and go to more, Undelete

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Note,  if you want to put the items back into a folder, check File the marked items

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From NetDocuments:  https://netdocuments.force.com/NetDocumentsSupport/s/article/205218270

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer

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