Xyicon Users
Use this article to learn how to delete the existing documents in Portfolios, Spaces, Catalogs, Xyicons, and Boundaries.
Before you begin
- Ensure you have added at least one document to a Portfolio, Space, Catalog, Xyicon, or Boundary object.
Steps
The Documents section appears under the Details ( ) tab in the side panel for every module except the Reports module.
- Go to the desired module from the module menu and click on an object from the list. This can be a portfolio, space, catalog, xyicon, or a boundary.
- Scroll down to find the Documents section from the side panel Details ( ) tab. Documents attached to the selected object are displayed under this section.
- To delete the document, click the More icon ( ) next to the document name, and select Delete from the dropdown list.
Hovering over the document in grid view displays the More icon ( )..png)