Recalling Published Files

If you have published a file to a portal, you can recall the file from the portal. Files must be checked in before you can recall them. When you recall a file, any changes made to the file while it was published are discarded. A recalled file remains in Document even after it is removed from the portal.

Note: If you need to remove a file from a portal but want to retain changes made while it was published, use the Unpublish option instead of the recall option.

To recall a file, do the following: 

1. Locate the file in Document Central The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities..
• Use the navigation panel to locate the file by entity. Locate and select the entity the file belongs to on the navigation panel. Then, select the File List tab on Document Central to view all files for the entity. You can filter or sort the grid on this tab as needed to find a specific file.
• Search for the file. Document offers both a quick search and an advanced search. You can use filters and wildcard characters to help you limit your search to relevant results.
2. Right-click the file and select Recall published file.

Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH® ProSystem fx® for more information.