Can I restore deleted files?

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• I have accidentally deleted a document from the folder. How do I restore it?

  Do not worry. It is exactly for this reason Document Management does not delete a document at the first instance. In fact, you get a message "Document Trashed" after the delete operation. You can restore the document to its original folder by ...

• I deleted a request by accident. How can I restore it?

  If a request is subjected to deletion, you can always retrieve it by accessing Recycle Bin in Help Desk. To access Recycle Bin Go to Setup > Admin Settings > Recycle Bin. In the Recycle Bin page, you can find a list of deleted items mentioning  the ...

• Attach Files using Android

  To attach files Go to the module (Leads, Accounts, Contacts, etc.). Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps like Dropbox, ...

• Attach Files using iPhone

  To attach files Go to the Leads, Accounts, Contacts, Potentials or Cases module. Tap a record and tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps ...

• Attach Files in iPad

  To attach files Go to a module and tap a record. Tap Attachments to upload files. Tap the Add icon. You will get the option to upload from various sources. You can also upload from third party apps like Dropbox, Google Drive, etc.