Restore data from a backup into applications in Virtual Office CS or SaaS

Follow these steps to restore data into most applications that run in the Virtual Office CS environment.
If your firm set up multiple data locations for client data, contact our Web Services Support team for assistance with restoring data.
The more data your firm has in Virtual Office CS, the longer it may take for your client list to populate. If you need immediate assistance, contact support.
note
  • You can't restore data for the following applications through NetFirm CS: Accounting CS, Financial Analysis CS, Practice CS, and ToolBox CS. Microsoft Office documents and data stored on the Archive (W) drive can't be restored through this process. To restore client data into these applications, contact CS Support.
  • NetClient CS data such as FileExchange or Document presentation can't be restored from a backup.
  • You might find that older backups of data from CS Professional Suite applications aren't available to restore through NetFirm CS. To restore older data, contact CS Support.
  1. Make sure that no one is working with the client data you're restoring.
  2. In the
    Admin
    tab of the navigation pane, select
    Restore Data
    in the Utilities section.
    note
    If you don't see this link, you don't have access to this area.
  3. In the Data Type section, select
    Virtual Office CS
    .
  4. In the Virtual Office CS Application section, select the application where you'll restore data.
  5. In the Client section, select the client whose data you'll restore.
  6. Select from the following options.
    • Most Recent
      : Select this option to restore the most recent data backup for the client.
    • Specific Date
      : Opens a calendar where you can select the date from which you'll restore client data.
    • Undo Last Restore
      : Select this option to undo the last restore of the client data.
      note
      This option is available only if you recently restored client data.
  7. Select
    Enter
    .
    note
    If you restored a client or drawer that was deleted, then the client list will need to be restored in
    Help
    ,
    Repair
    .
    Internal use only
    Virtual Client Office (VCO) Data for FileCabinet CS, Microsoft Office or Microsoft Outlook PST files can only be restored by CitrixPortalTech (CPT). Complete the Template for Restoring Data Backups on VO/SaaS or CBS ASP to email the request to CitrixPortalTech.

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