Trash and restore

A walking tour of the LedgerOS workspace
Documents
Clients
LibraryTrashLegal Holds
Deleted documents stay here until you restore them or delete them permanently. Restoring returns a file to its client Library. A document on legal hold can't be permanently deleted — holds are placed and released on the Legal Holds tab.
All clients Sort: Recently deleted
DocumentClientWas filed underDeleted byDeleted
2023 examination file.pdfOn hold Marguerite Sokol 2023 Tax / Notices Sofia Park Aug 9
scan_20260804_0012.pdf Kestrel Manufacturing LLC Inbox Marcus Reed Aug 6
Old engagement letter.pdf Northline Dental PC Permanent Dana Whitfield Jul 30
LibraryTrashLegal Holds
DocumentClientWas filed underDeleted byDeleted
scan_20260804_0012.pdf Kestrel Manufacturing LLC Inbox Marcus Reed Aug 6
scan_20260804_0012.pdf
Client Kestrel Manufacturing LLC Was filed under 2025 Tax / Inbox Restore

Restoring returns it to that folder, in that client's Library.

Reason for permanent deletion Duplicate of the signed copy already on file Permanently delete this document