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A member of our team has left and I am going through their documents to delete or transfer ownership of everything. I’m an account admin and a document admin so I’m using the Document Discovery tool in the Admin console. What I’m finding is that the Mark for Permanent Deletion function only works sporadically. If I mark a set of 10 documents for deletion only about 7 of them will actually get marked for deletion. (I believe when they show up greyed out in the search they have been marked?). 

Transferring ownership also doesn’t seem to work as expected. When I transfer ownership of a document from John Doe to Jane Doe, I expect that the next time I search for documents owned by John Doe that they will not appear. Instead, a search documents owned by John Doe returns those documents but the documents now have Jane Doe as a Collaborator. Not exactly what I need.

There is also no way to filter out documents that have been marked for permanent deletion.

Am I missing something here?

@chris brandt 

‘If I mark a set of 10 documents for deletion only about 7 of them will actually get marked for deletion.”

Lucid gets a lot of requests for people to retain the documents even if the person who created them left because they might still be in use or even critical to operations. Here’s an example of one of these requests: 

If you want to make sure things are actually deleted, make sure there is no one even minutely attached to the document.

“Instead, a search documents owned by John Doe returns those documents but the documents now have Jane Doe as a Collaborator.”

Every document needs an owner even if it’s not the original owner. In the case of someone who left, my understanding is that those documents are treated as if they were created by someone on a free account or guest collaborator. Here is a link for how things are treated for guest collaborators: https://help.lucid.co/hc/en-us/articles/13592910415380-Guest-Collaborators-in-Lucid#guest-collaborator-names

Also, when transferring it’s preferable that both accounts are licensed. See details here: 

“There is also no way to filter out documents that have been marked for permanent deletion.”

That might need to be a feature request. You can add this under product feedback so people can vote on it. Items with the mosts votes gets into the next release.

If these answers don’t help, I can elevate you to an actual staff member. I only do this half an hour on weekends.

--Lucid Legend volunteer