How to Restore a Deleted Version to NetDocuments

Posted in NetDocuments Tips, NetDocuments User Tips on April 30, 2022 by Craig Bayer

This document has three versions. Someone deleted version 3 and we want to restore it.

Step 1: In Advanced Search, look for deleted items and find the version that was deleted.

Step 2: Under More Choose Undelete

Notice that you now have two documents, the main document with 2 versions, and the undeleted version

Step 3: Check the box next both documents and go to More –> Send to Application

Step 4: Make sure the undeleted version is on the bottom of the document. Use the arrows to move.

Step 5: Click Append Versions

Step 6: Choose the last source document and OK

The documents should now be back together.

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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