| Minimum Software Version | 8.18.10 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
When a document or transcript is deleted in Opus 2, it is not immediately removed from the system. Deleted files are first moved to the Trash, where they can be restored if needed. Files are only permanently removed once they are deleted from the Trash.
This two-step deletion process helps prevent accidental data loss while still allowing users to fully remove files when necessary. Moving a file to the Trash gives you an opportunity to recover it before committing to permanent removal.
Note that permanently deleting a file from the Trash removes it from the case but the file will still appear in the Files menu and continue to count towards storage usage. To remove a file entirely from the platform and usage counts, it must also be deleted from the Files menu.
Deleting a document or transcript
- Go to the Documents tab and locate the document(s) or transcript(s) you want to remove. Use the Find, Filter, or Search tools to narrow results if working with a large document set.
- Select one or more files using the tick-boxes on the left-hand side of the table.
- Click the Actions dropdown menu at the top of the Documents page.
- Select Trash.
- Confirm the action by clicking Yes, move to trash.
The selected files are removed from the Documents tab and moved to the Trash, where they can be restored if required.
Restoring or permanently deleting files from the Trash
- Click the Project button and select Trash from the dropdown menu.
- Select the file(s) you want to manage using the tick-boxes on the left-hand side.
- Click the Actions menu and choose one of the following:
- Restore — returns the file(s) to the Documents tab
- Permanently delete — fully removes the file(s) from the case; this action cannot be undone
Note: permanently deleting a file from the Trash removes it from the case, but the file will still appear in the Files menu and count towards storage usage. Follow the steps below to remove it entirely.
Removing a file from the Files menu
To remove a permanently deleted file from the platform and usage counts entirely:
- Go to the Files menu.
- Locate the file — searching by filename is the most reliable method.
- Select the file using the tick-box.
- Click Actions and select Delete.
Once deleted from the Files menu, the file will no longer count towards storage usage.
Examples
Accidental deletion
If a document or transcript has been moved to the Trash by mistake, open the Trash, select the file, and choose Restore from the Actions menu. The file returns to the Documents tab immediately.
Permanent removal
If a file is no longer needed and should be fully removed, delete it from the Trash and then delete it from the Files menu. This removes it from the case and from the platform storage count entirely.