Confirmation Dialog for Document Restore

January 19, 2026

ImprovementClient List

Restoring archived documents now shows a confirmation dialog for safety.

What changed

Restoring an archived document now prompts you to confirm before the document is restored. This adds a safety step so you don’t accidentally restore the wrong item with a single click.

If you cancel, nothing changes and the document stays in the archive.

Where to find it

Go to Archive
Select Documents
Click Restore on the document you want to bring back

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Confirmation Dialog for Document Restore

What changed

Where to find it

Join Advisors saving up to10+ hours every week.every week.

Join Advisors saving up to
10+ hours every week.every week.