Recycle Bin

CAM now includes an updated recycle bin that will give users more control over restoring and recovering accidentally deleted data.

The advantage that the CAM recycle bin has over the built-in iManage Trash is that CAM supports both a user and administrative configuration for restoring documents in the recycle bin.

In CAM, if you send a document to the recycle bin, you can restore that document within a configured period, e.g., 7 days. Once the 7-day period expires, the user will no longer see the document in the recycle bin. However, there is an additional configuration where the Service Desk has additional time to restore the document. Again, this is configurable by the firm, but an example is 30 days. So the user can contact the help desk and get the document restored up to that additional time. Note, the user can still see the the documents within iManage’s trash bin.

We do support the configuration for the number of days the end-user is permitted to restore the documents as well as the number of days the administrators can restore the documents.

Workflow

• The customer using CAM and iManage turns on the recycle bin in iManage.

• Create the trashed_date metadata in CAM and map that metadata to only the CAM system.

• Add this to the Documents layout form.

• Turn on the Recycle Bin slider.

• Create a search for the job.

  • Search by Trashed date previous to day (e.g. 90 days prior to today) This will find all documents deleted within the last 90 days.

  • Select all results. (This is only for the first time and you don’t need to do this again!)

  • Click the icon in the Actions menu called Recycle Background Jobs (3rd icon).

  • Set up this recurring job based on this search. You can change the interval.

• The job will run and automatically purge the trash based on the timeframe.

• The job shows on the Jobs tab in Admin.

• To edit this job, go to Administration-> Background Jobs. You can edit the interval, disable it or delete it.

iManage Prerequisite

1. The customer must turn on the iManage Recycle bin feature first to use this in CAM.

Required Permissions

From iManage

The user in iManage can send an item to the Recycle Bin and then view the Recycle Bin.

From CAM

The user in CAM can Move to Trash/Delete a workspace/folder/document or other item.

What happens from the Recycle Bin

1. Restored to its original location by either:

   1. The user who deleted it.

   2. A CAM administrator.

2. Permanently deleted from iManage either:

   1. Manually through CAM.

   2. Automatically after a specified period.

3. When a recycle bin document is deleted, CAM removes the document from the CAM recycle bin and deletes the original file from the iManage system.

From the Documents tab

1. The user can delete an item here.

2. Click the View Recycle Bin Background jobs icon to manage the jobs.