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 selecting it from the trash folder and clicking on the "Restore" link.
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Can I restore deleted files?
Yes, you can restore any deleted file from Trash.
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 ...
I deleted a document in Google Docs. Will it be deleted in CRM also?
No. Your document will not be deleted from CRM if you delete it from Google Docs.
Manage Document Folders
Creating folders are the best way to manage and keep the documents organized. You can upload documents to these folders and share the folders with individual user, roles, subordinates and groups. To create a folder Click the Documents tab. In ...
Can I change the ownership of the folder?
Only users with administrator privilege can change the ownership of the folder. To change the ownership of the folder follow the simple steps mentioned below: Login as administrator in document management. Click Settings icon at the top-right corner ...