Deleting Documents

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.

1. 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.
2. Scroll down to find the Documents section from the side panel Details  ( ) tab. Documents attached to the selected object are displayed under this section.
3. 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 ( ).