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User: How To Restore A Deleted Document

How To Restore A Deleted Document In SurePoint Practice Pro (formerly ZenCase)

Christine Clark avatar
Written by Christine Clark
Updated over 3 weeks ago

Overview

SurePoint Practice Pro integrates with Box and NetDocuments. SurePoint Practice Pro does not store actual document files. Documents are stored directly in your document management system and SurePoint Practice Pro will reference the document when you merge new documents.

How To Restore A Deleted Document in Box

  • From within Box, you can select the "Trash" button from the left sidebar.

  • Search for the file by filename or any other attribute.

  • From search results, next to the document, click the "..." icon on the right.

  • Select "Restore" from the pop up menu.

  • Your document should now be fully restored.

How To Restore A Deleted Document in NetDocuments

  • From within NetDocuments, go to the advanced search page.

  • Enter cabinet

  • Enter filename of document

  • Click "Show more options"

  • Scroll down to bottom of page

  • Check "Deleted items"

  • Click "Search"

  • From the search results, find the document you deleted.

  • Check the checkbox for the document.

  • Click "More" in the top right corner of page.

  • Click "Undelete" from the pop up menu.

  • Your document should now be fully restored.

Let us know if you have any questions!

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