Deleting a Folder or Document

To delete your files, place a checkmark in the box to the left the ones you would like to remove. Click on the Delete icon in the tool bar at the top and a confirmation window will appear.

Delete Documents

In the confirmation window, click “Delete” – You do not need to click upload to save these changes.  Deleting is an immediate, permanent action and cannot be reversed.

If the documents you are trying to delete have been viewed, downloaded or printed, you will not be able to remove them from your opportunity. These actions are recorded in your activity report and cannot be deleted. You may upgrade the permission level of the documents to hide them instead of deleting.

Next Step: Rename Folders or Documents