File Maintenance (VO)

The File Maintenance window shows you the number of files uploaded to clients, uploaded by clients, and in the briefcase. The amount of space used by these files is also displayed. You can also define rules to automatically purge unnecessary files which may slow down performance. 

You have unlimited space for:

• Files uploaded to clients—unlimited space for 3 years of PDFs, plus 5GB for older or non-PDF files.
• Files from clients—unlimited space for files 0-60 days old, plus 3GB for older files.

Your office has an additional 1GB combined storage space available for Briefcase and Utility files.

A surcharge of $10 will be added to your monthly fee for each gigabyte of space used in excess of each limit. Files in the Trash Basket (files deleted within the last 14 days) do not count toward total file space limits. The File Maintenance window provides options to restore files from the Trash Basket.

Set a File Maintenance Schedule

You can define a Maintenance Schedule, which will automatically delete files over a certain age.

1. Select Files>File Maintenance from the left menu to open this window.
   
2. Click the Configure Auto File Maintenance Schedule button to review or edit the File Maintenance Schedule. The default setting for each section is Never. Recommended settings are shown with an asterisk (*).
   
   
   
   
3. Click the radio button within each section to set your schedule.
4. Click Save.
   
   
   
   

Restore Deleted Files

The Trash Basket is where files are sent when you delete them. Files are saved in the Trash Basket for 14 days (unless you permanently delete the file) and can be restored within that time frame.

1. Click the List/Restore files in Trash Basket button in the File Maintenance window to see the files which have been deleted from each section.
   
   
   
   
2. Click the box under the Select column heading to select the file(s). The Toggle Select All button will select all files in all sections.
3. Select Restore selected files or Permanently delete selected files as desired.
4. Click on the Return to Master File Maintenance button or the Dashboard breadcrumb link to close the window.