Recovering Deleted Items With Soft Delete
Easily recover recently deleted cases, clients, and other records.
Summary
Accidentally deleting records is a common occurrence in fast-paced environments. Soft Delete gives you peace of mind that you can fully recover deleted files through the Admin Portal for 7 days.
Access
Restoring deleted records is a standard feature, available on all eimmigration plans. Only users with an Admin license can access it.
Restore a deleted item
Deleted Records covers multiple record types in one place, including cases, clients, and questionnaires. Invoices are not soft-deleted.
- Go to Settings > Administrative Tools.
- Select Deleted Records.
- Select the area you want to look in, such as cases, clients, questionnaires, or invoices. Select All to see everything deleted in the past 7 days.
- Find the item you want to recover.
- Select Restore.
The item is immediately restored to the caseworker portal.
Permanently delete an item
If you're sure you don't need an item back, you can delete it permanently.
- From Deleted Records, find the item.
- Select the X option next to it.
- Confirm the warning that appears. This action can't be undone.
Tips
- Check Deleted Records before assuming something's gone for good—items deleted in the past 7 days can usually be recovered in a few clicks.
- Deleted Records covers multiple record types in one place, so if you're not sure where something was deleted from, start with the All filter.
- Deleted something more than 7 days ago? It won’t appear in the Deleted Records area, but it may still be recoverable. Contact Support if you need to recover something outside this window.