Setting the Recycle Bin Options

Recycle bin options can be set up for your firm by a staff member who has the Recycle bin options permission. Among the options that can be set are:

  • Whether automatic purging is enabled
  • Which files are purged automatically
  • How often files should be purged
  • The maximum size of the recycle bin
  • Staff responsible for the deletion

In addition, you can set the recycle bin to automatically delete the contents if the maximum amount of space is in use.

To set your recycle bin options, do the following:

  1. Click Recycle Bin in Document Central.
  2. Click Recycle Bin Options.
  3. Select an option to indicate whether the recycle bin should purge automatically. If you select On, the recycle bin will purge at midnight (Central Time) on the days specified in the Recurrence pattern section of the window.
  4. Select the files that you want the system to purge automatically.
    • Choose User-deleted to purge the files that staff members send to the recycle bin.
    • Choose Expired to purge files that were sent to the recycle bin automatically because they are expired.
  5. In the Recurrence pattern section, select Closedoptions to indicate how often files should be purged.
  6. Enter the maximum size for the recycle bin in megabytes.
  7. Select Delete on full if the recycle bin should be purged automatically when it is full. Clear this box if you do not want the recycle bin to purge automatically.
  8. Tip: We recommend leaving Delete on full selected. Removing this selection inhibits the automatic purge process and requires you to manually create space in the recycle bin before files can be deleted.

  9. In the Client Responsible Staff section, select the column heading that appears for Closedclient responsible staff in the recycle bin.
    Client Responsible Staff selections in Administration Manager display as options in this list. The default options are Primary Partner and Manager.
  10. Click Save.