Document Recovery Checklist: What to Try First
When a document disappears, the order matters. Start with the least destructive recovery options, save copies before restoring, and avoid writing new data to the same drive if the file was deleted locally.
1. Identify the Problem
Ask what happened:
- The file was never saved.
- The app crashed.
- The file was deleted.
- The file was overwritten.
- The file is missing from a cloud drive.
- A shared file is no longer accessible.
2. Check App Recovery
For Word, Excel, and PowerPoint, reopen the app and check for Document Recovery. Then check the app's unsaved file recovery option from File > Info.
3. Check Cloud Recovery
If the file was in OneDrive, SharePoint, or Google Drive, check the web recycle bin or Trash. If the file exists but the contents changed, use version history instead.
4. Check Local Backups
Look in Recycle Bin, File History, backup software, email attachments, and external drives.
5. Try File Recovery Tools Last
Use file recovery tools only after easier options fail. If a file was deleted locally, stop using that drive as much as possible to reduce overwrite risk.
6. Save a Separate Copy
Whenever you recover something, save it as a separate copy first. Compare the contents before replacing the current file.
Sources
- Microsoft Support: Recover an earlier version of an Office file
- Microsoft Support: Windows File Recovery
- Google Drive Help: Recover a deleted file in Google Drive