Understanding the User Trash feature

When the User Trash feature is enabled in iManage Control Center (see the User Trash setting on the Global settings page):

• The Delete menu option available in iManage Work client applications changes to the Move to Trash option. Documents and emails that have been moved to the trash are no longer visible in search results or when browsing through folders.

• In iManage Work 10 Web, the Trash option is made available in the user profile menu, which displays items that a user has moved to trash. Users have the option to Restore any of their items they previously moved to trash.

Regardless if the User Trash feature is enabled or disabled, administrators can search for, restore, and permanently delete these items using the Trash page iManage Control Center.

Searching for deleted documents

1. Select Content > Trash. The list of default search fields appears as shown in the following figure:
   Figure: Trash page
   

   

2. Use these search fields to refine your search, then select Search.

   To add more search criteria, select .

   With the Search button enabled, the option is displayed; select it to clear all search criteria you have entered.

   In the preceding figure, the Hide Search Criteria toggle option is displayed.

   • To hide the search criteria and focus only on the list of filtered documents, select Hide Search Criteria.

   • Selecting Hide Search Criteria changes it to Show Search Criteria. Select this to view the search criteria list.

   NOTE:

   For performance reasons, search results are limited to 5000 items. If your search exceeds 5000 results, please refine the search with additional criteria.

   Searches can alternatively be performed without the 5000 result limitation using the iManage Work Universal (REST v2) API.

iManage Control Center preserves the search fields you enter when searching for documents, workspaces, or trash. When you add or remove search fields, your settings are automatically saved and will be present the next time you sign in and access the Documents, Workspaces, or Trash pages. This provides the advantage of not having to remember or reselect your search fields for subsequent searches.

Search fields are stored locally in the browser's cache for each individual library. If you switch to a different browser or to a different device, you will see the default search fields.

Restoring documents

Single document

This option is available on the:

• Ribbon bar: Select documents to see this option on the ribbon bar.

• Kebab menu: S elect an icon adjacent to each document to see this option.

• Context menu: Right-click a document to see this option.

The following steps are explained using one of the preceding options:

1. Enter filter parameters in the search fields to retrieve deleted document.

2. If no records found,

   • Select Reset Search Criteria in the lower-right corner of the Search Criteria section.

   If records are found,

   • Hover the mouse pointer over the desired document, right-click, and select Restore . The Restore dialog box appears.

     NOTE:

     Restore all versions check box is available only when multiple versions of the selected document are in Trash. If you want to restore all the document versions, select this check box, and click Restore.

     Enter the following details:

   1. In the On Behalf Of field, enter the user ID for whom you want to restore document for.
      

   2. Optionally enter the Audit Comment.

   3. Select Restore. The deleted document is restored, along with its metadata and security, to the parent folder from where it was deleted.

   4. When the restoration is successful, select Copy Link on the progress bar to copy the link to the document in iManage Work; one link is created for each document.

   5. Send the copied link to the user, whose document you have restored . The user can paste these links in a browser and open the document in iManage Work.

Multiple documents

This option is available on the ribbon bar when you select documents.

1. Enter filter parameters in the search fields to retrieve deleted documents.

2. If no records found,

   • Select Reset Search Criteria in the lower-right corner of the Search Criteria section.

   If records are found,

   • Hover the mouse pointer over the desired document, right-click, and select Restore . The Restore dialog box appears.

     NOTE:

     Restore all versions check box is available only when multiple versions of the selected documents are in Trash. If you want to restore all the documents' versions, select this check box, and click Restore.

     Enter the following details:

1. 1. In the On Behalf Of field, enter the user ID for whom you want to restore documents for.
      

   2. Enter the Audit Comment and select Restore. The deleted documents is restored, along with its metadata and security, to the parent folder from where they are deleted.

   3. When the restoration is successful, select Copy Link on the progress bar to copy the link to the documents in iManage Work; one link is created for each document.

   4. Send the copied link to the user, whose documents you have restored . The user can paste these links in a browser and open the documents in iManage Work.

2. 
   

Permanently Deleting documents

This feature enables you to permanently delete documents.

Single document

This option is available on the:

• Ribbon bar: Select documents to see this option on the ribbon bar.

• Kebab menu: Select an icon adjacent to each document to see this option.

• Context menu: Right-click a document to see this option.

The following steps are explained using one of the preceding options:

1. Enter filter parameters in search fields to retrieve deleted documents.

2. If no records are found, refine your search criteria and select Search to perform another search.Select Clear Values in the lower-right corner of the Search Criteria section.

3. If records are found, right-click the document and select Permanently Delete .
   The Permanently Delete dialog box appears .
   

4. Confirm the action. If you select Delete , you receive an acknowledgement for the delete action. If you select Cancel , the delete action gets cancelled.

   NOTE:

   The Delete all versions check box is available when multiple versions of the selected document are in Trash. If you want to permanently delete all the document versions, select this check box and select Delete.

Multiple documents

This option is available on the ribbon bar when you select documents.

1. After performing a search on the Trash page, place a check mark beside each document that you want to permanently delete.

2. On the ribbon bar, select Permanently Delete . The Permanently Delete dialog box appears . Confirm the action. If you select Delete , you receive an acknowledgement for the delete action. If you select Cancel , the delete action gets cancelled.

   NOTE:

   The Delete all versions check box is available when multiple versions of the selected document are in Trash. If you want to permanently delete all the document versions, select this check box and select Delete.