How do I delete a File from my Dashboard?
Delete Files and their attached proposals with a click.
Easily delete a File—along with any associated proposals, form submissions, and tasks—with a single click. This ensures your workspace stays organized and clutter-free, while giving you full control over your Dashboard.
Step-By-Step Instructions
- Click the three dots to the right of the File.
- Select Delete from the dropdown.
- Type in DELETE in the pop-up window that appears.
Tips & Tricks 💥
- Once you delete a File it will be moved to the Recently Deleted tab and can be restored from there. Deleted Files are retained for 30 days. After that period, the Files will be permanently deleted.
- During the deletion process, any tasks and form submissions associated with the File can be reassigned to another File.
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