Home → Training Manual Archives-Worldox GX4:: Professional - Administrator → Deleted Documents → Salvage Bin - Deleted Documents
Worldox maintains different document repositories for the documents that you file. Here is a list of the repositories and what they contain:
You can search the various repositories by selecting the "Search What" button in the search card:
and by selecting the appropriate repository:
Note: We will discuss the other repositories in subsequent sessions. For today's session we will focus on the Salvage Repository. This is
By default, when you save documents to Worldox, you are saving them to an "active" document repository. Worldox has other repositories, one of which is the "Salvage Bin". The Salvage Bin is similar to the Windows Recycle Bin.
Just as in the Windows Recycle Bin, you cannot manipulate documents when they are in the Salvage Bin repository, but you can restore them to the active repository. The Salvage Bin repository is searchable as well.
The main difference between the Windows Recycle Bin and the Worldox Salvage Bin is that, by default, documents are purged from this repository after they have been in it for 90 days. After 90 days, the documents are not recoverable. For regulatory purposes, you may wish to utilize Salvage Bin Retention Rules to ensure that documents are retained for the requisite amount of time. Should you wish to change the 90-day default purge default, please email your current Worldox VAR.
Your firm's Compliance Officer has been provided documentation on both SEC and FINRA requirements for electronic record keeping. Here is this document for further reference: http://www.trumpetinc.com/Downloads/dms/compliancefinra.PDF
Trumpet is not legal counsel, so it is ultimately up to you to abide by and conform with regulatory agencies that the process you establish adequately meets their standards.
The Salvage Bin repository is located on your file server within the Active Document Repository.
To search for documents that have been moved to the Salvage Bin:
Open a Search Card
Select "Search What"
Select the "Salvage Bin" radio button
Select "OK"
Fill in any additional search criteria in the search card and select "Search"
To move a document from the Salvage Bin Repository to the active Worldox Repository:
Perform a search in the Salvage Bin for the document you wish to restore to the Active Worldox Repository (refer to the article, Search for Documents in the Salvage Bin for detailed instructions on this step)
Double-click on the document
Select "Yes" to un-delete the file