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Workflow
The customer using CAM and iManage turns on the recycle bin in iManage.
CAM checks the user's rights on the item added to the recycle bin.
A backup of the item's metadata and security is made in the database.
The Author/Operator of the item is changed to the admin account.
Explicit security assigned to the document is removed.
In cases where a document has been assigned a large number of explicit security settings, the backup and removal of the security might take a considerable amount of time.
The document is visible in the recycle bin. Note, the user can still see the the documents within iManage’s trash bin.
Initial Config to Use
The customer must turn on the Iamane Recycle bin feature first to use this in CAM.
Required Permissions
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Context | Permission | Description |
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Documents | Add to Recycle Bin | Enables the Add to Recycle Bin button on the Documents tab and allows users to run the Add to Recycle Bin command in DeskSite/FileSite |
Documents | Allow Recycle Bin Non-Author | Allows users to add documents to the recycle bin if they are not set as Author or Operator on the document |
Folders | Add to Recycle Bin | Enables the Add to Recycle Bin option for folders (folders can only be deleted if they are empty or all of their contents are in the recycle bin. |
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