Using the Recycle Bin

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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 will make the reference links functional again. You cannot open the workpaper properties, download, or upload a new version of a workpaper when it is in the recycle bin.

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. Hovering the mouse pointer over the initials displays the full name of the user who deleted the file.

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. Cliquez sur la mission dans la page Liste de missions.

    Remarque : Consultez la rubrique Utiliser la page Liste de missions pour obtenir plus de renseignements sur l'utilisation des fonctions de pagination et de recherche pour trouver une mission dans la liste.

  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.