In the event of data loss in a client case, you can restore the data if you have previously backed it up to another directory or server. Depending on your preference settings, this process can be executed from the File menu or the EZ-Manage™ window.

1. To open the Restore Client File window, do one of the following:

• If you are using the default setup for case management, select File>File Operations>Restore Current Client from the main menu bar.
• If you have set your preferences to use Case Management, select the client case you want to restore in the EZ-Manage window, and click Restore in the left menu.
  

2. In the Restore from drive list, select the drive or server on which the client case is located.
3. To select a client file for restoration, do one of the following:

• In the Client File field, type the client file name.
• Click to browse to the location of the client file, select the file from the list, and click Open.
• Click OK to restore the client file.
  If a client file corresponding to the restored file already exists in your Active Clients directory, a confirmation message appears.
• Click Yes.
  A final message appears telling you that EZ-Filing has successfully restored the client case.

4. Click OK to close the window.

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