Deleting and Restoring Documents
Soft delete enables you to remove a document without permanently deleting it. No user can accidentally or intentionally destroy a record.
A removed document remains available to view and download only to the user who deleted it. Contract Intelligence (Standalone) customer portal functions, such as InSights, do not work on them. Permanent deletion requires a written request.
When you delete a document:
- It goes to the Documents Stage view's Deleted tab for the user who deleted it.
- It loses all labels, workflow, related docs, sharing details, and text searchability.
- It retains the properties: Name, Description (the reason for deleting), Date Deleted, Deleted by, Date uploaded, and Uploaded by.
- It retains fundamental terms, key terms, and user tags.
To permanently delete a document, you must send Conga a written request.
Because all documents go through processing on upload, deleted documents still count towards your document quota.