File Deletion x File Recovery

File management on PlatformName offers flexibility and security for data storage.

You can quickly remove documents from a record while maintaining the peace of mind that no data is permanently deleted immediately, allowing for future restorations.

Deleting a file

The deletion process removes the file from the record's main view and sends it to a disposal area.

1. Locate the file you want to remove and click on the three-dot icon located to the right of the document name.

2. Select the Delete option from the list of available actions.

Note: All removed content is automatically sent to the record's trash, where it remains stored.

Recovering a deleted file

If there is a need to restore a document sent to the trash, the system allows it to return to the record it belonged to.

1. Access the Trash button within the corresponding record.

2. Identify the desired document and select the Recover option.