Recovering a Deleted Unfiled Filing

If you accidentally deleted an unfiled filing instance, don't worry — the underlying filing rule on your registration still exists. Only the specific filing instance was removed.

Steps to Recover

1. Navigate to Filings & Compliance for the relevant entity.
2. Open the registration that contains the filing rule.
3. In the Filing Rules section, locate the rule that generated the deleted filing.
4. Click Generate Filing or wait for the next automatic generation cycle.

Why This Works

Filing instances in Equipath are derived from filing rules attached to registrations. Deleting an instance does not remove the rule — the system can regenerate the instance at any time.

Prevention Tips

• Before deleting a filing, confirm it is truly a duplicate rather than the current period's instance.
• Use the Mark Complete action instead of deleting when you want to archive a filing.

Tip: If a filing instance is missing after a sync, try refreshing the compliance data using the reload icon at the top of the Compliance tab.