Recovering a deleted file from the recycle bin

Deleting a file in Prospo moves it to the Recycle Bin rather than removing it permanently. Files, folders, meeting records, notes, transcripts, and fact-finds are all recoverable from the Recycle Bin within 90 days of deletion.

Opening the Recycle Bin

The Recycle Bin is accessible to Org Admins from the Admin panel:

1. Go to Admin in the sidebar
2. Select the Recycle Bin tab

The Recycle Bin has two tabs:

• Records — deleted files, notes, transcripts, fact-finds, meetings, and other records
• Deleted Folders — folders that have been removed

Restoring a deleted item

1. Open the Recycle Bin
2. Browse or search for the item you want to restore — you can filter by entity type, name, client name, who deleted it, and date range
3. Select the item using the checkbox
4. Click Restore selected
5. Confirm

The item is returned to its original location in Prospo.

Permanent deletion

To remove an item from the Recycle Bin entirely:

1. Select the item in the Recycle Bin
2. Click Permanently delete
3. Confirm

Permanently deleted items cannot be recovered.

What gets moved to the Recycle Bin

Item typeRecoverable?

Uploaded files

Yes

File Notes

Yes

Notes

Yes

Transcripts

Yes

Fact Finds

Yes

Folders

Yes

Meeting records

Yes

E-signature envelopes

Yes

Contacts

Yes

Clients

Yes

Retention period

Items in the Recycle Bin are automatically and permanently deleted after 90 days. There is no way to recover an item after this point.

Only Org Admins can access the Recycle Bin. If you need to recover a file and don't have admin access, contact your Org Admin.