Using the Recycle Bin

Workpapers in the recycle bin can be restored or permanently deleted from the engagement.

You cannot open, download, view properties for, or upload a new version of a workpaper when it is in the recycle bin. While a file remains in the recycle bin, any workpaper references that you have added for the file are still visible, but will not be usable. Restoring the file to the Engagement View page will make the reference links functional again.

The recycle bin displays the name of the person who deleted a workpaper, as well as the date the file was deleted. The name that displays is the name entered in the Report Name field in the staff member's profile in CCH iFirm user settings.

Warning: Once deleted from the recycle bin, a workpaper cannot be restored.

To restore or delete files from the recycle bin, do the following:

1. Click the engagement on the Engagement List page.

   Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

2. Click on the navigation bar and select Recycle Bin.
3. Do any of the following as needed:
   • Restore selected workpapers. Select the check boxes for the workpapers you want to restore, and then click Restore above the grid.
   • Restore all workpapers in the recycle bin. Click Restore All above the list of workpapers.
   • Delete selected workpapers. Select the check boxes for the workpapers you want to delete, and then click Delete above the grid. Click Confirm to complete the deletion.
   • Delete all workpapers in the recycle bin. Click Delete All above the list of workpapers. Click Confirm to complete the deletion.