Skip to main content

How to Delete a File or a Folder in Document Library

  • Updated

You can delete a file or folder that has been uploaded to the document library on the following Cards:

  1. Case Card
  2. Client Card

The look and functionality of the document library on both Cards are identical. However, in this article, we will delete a file from the Case Card.

To delete a file on the Case Card, head over to the Documents-view.

2.png

Select one or multiple files or folders you want.

4.png

The following menu will appear, click the Delete button.

7.png

Click the OK button and you are done.

9.png

 

Note:

1. Depending on the integration, the document management system in the article and your environment may differ.