Your ability to delete files or folders depends on your access.
Your access level will determine your ability to delete files or folders:
- Partner admins can delete files/folders created by:
- System (except the Trash folder)
- Self
- Partner admin
- Partner ops
- Client admin
- Client ops
- Partner ops can delete files/folders created by:
- Self
- Client admin
- Client ops
To delete files:
- Be sure you have selected a client in the left-hand navigation, and are in the Documents module.
- Click the Action Button
to the right of the file you wish to delete.
- You may choose to Move to Trash, which will leave the file in the trash for 90 days before permanently deleting it; or, you may choose to Permanently Delete, which will immediately and irrecoverably delete the file.
To move individual files:*
- Locate the file you wish to move in the Documents module.
- Click the Action Button
to the right of the file you wish to move.
- Select Move.
- Click the Folders hypertext appearing in the popup window.
- Choose the folder you wish to move the file to.
To move multiple files at once (bulk):*
- Locate the files you wish to move in the Documents module.
- Click the checkbox to the left of each file you wish to move.
- Select the Move button.
- Click the Folders hypertext appearing in the popup window.
- Choose the folder you wish to move the files to. Here, we'll choose My Documents.
- Click Move.
*NOTE: You cannot move files between clients. If you mistakenly upload a file to the wrong client, you will need to delete it and re-upload it to the correct client.
To delete a folder:
- Be sure you have selected a client in the left-hand navigation, and are in the Documents module.
- Click the Action Button
to the right of the folder you wish to delete.
- If the folder is not a system folder, you may choose to Move to Trash, which will leave the folder in the trash for 90 days before permanently deleting it; or, you may choose to Permanently Delete, which will immediately and irrecoverably delete the folder. If the folder is a system folder, you can only choose to Permanently Delete it.
⚠️ NOTE! When attempting to delete a folder from Documents, users will now be prompted to assign a new folder to any open document upload tasks mapped to the folder being deleted. These tasks can be ind
ividually assigned to new folders, or reassigned in bulk to a single folder. Users may also choose to delete the open tasks associated with the folder undergoing deletion.
- If you don't have the permission to resolve the open document upload request tasks, you will see Move to Trash disabled with a tooltip.
- If Hide resolved tasks is toggled on, tasks that have already been marked as deleted or had the folder updated will be hidden from the list.
- The Delete Tasks and Update Folder at the top of the modal allow for bulk update when the checkboxes are selected to update more than one task at a time.
- No tasks are actioned until the Save & Close or Move to Trash button is clicked.
- All tasks must be resolved for Move to Trash to be enabled (see below)