Restore a deleted file

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This applies to files kept in DealJourney itself (Keep files in DealJourney).

Flytta till papperskorgen does not remove a file straight away. It moves the file to Papperskorg on the same record, where it stays for 30 days. Replacing a file with Ersätt also puts the old version in the trash.

To get a file back:

  1. 1Open the record the file belonged to, such as the customer or deal, and go to its documents.
  2. 2Open Papperskorg.
  3. 3Choose Återställ on the file.

The file returns to the record with its name and folder. Anyone who can change files on the record can restore it.

After 30 days the scheduled cleanup removes the stored file for good, and it can no longer be restored from DealJourney.

Files held in SharePoint, OneDrive, Google Drive or Dropbox are not in this trash. Deleting them follows that provider's own rules, so restore them from the provider's recycle bin.

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