Edit / Move / Delete Files

Learn how to edit, move, or delete files in Boardable's Document Center.

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Written by Jocelyn Gombos
Updated over a week ago


TABLE OF CONTENTS


I. Edit Document Info

Organization admin can edit any file. Members can only edit files they uploaded.

  1. Click Documents from Boardable's main menu panel

  2. Click the More actions (⋮) button next to the desired file

  3. Click Edit

  4. The following updates can be made:

    1. Change the Title

    2. Edit Notes

  5. Click Save

II. Move Single File

Organization Admins can move any files. Members can only move files they uploaded.

To move one file at a time in the Document Center:

  1. Click Documents from Boardable's main menu panel

  2. Click the More actions (⋮) button next to the desired file

  3. Click Move

    1. A Move pop-up window displays with the list of available folders

  4. Click the desired folder

    1. Click Home to move the file to the main page of the Document Center

  5. Click Move

III. Move Multiple Files

Organization Admins can move any files. Members can only move files they uploaded.

To move multiple files at a time in the Document Center:

  1. Click Documents from Boardable's main menu panel

  2. Click the checkboxes next to the desired files to fill these in

    1. Selection menu pops out at the bottom of the screen

  3. Click Move

    1. A Move pop-up window displays with the list of available folders

  4. Click the desired folder

    1. Click Home to move the file to the main page of the Document Center

  5. Click Move

IV. Delete Single File

Note: deleted documents cannot be restored.

Organization Admins can delete any file. Members can only delete files they uploaded.

To delete one file at a time in the Document Center:

  1. Click Documents from Boardable's main menu panel

  2. Click the More actions (⋮) button next to the desired file

  3. Click Delete

  4. Click Ok

V. Delete Multiple Files

Note: deleted documents cannot be restored.

Organization Admins can delete any file. Members can only delete files they uploaded.

To delete multiple files in the Document Center:

  1. Click Documents from Boardable's main menu panel

  2. Click the checkboxes next to the desired files to fill these in

    1. Selection menu pops out at the bottom of the screen

  3. Click Delete

  4. Click OK

V. Replace Files

Organization Admins can delete any files. Members can only replace files they uploaded.

To replace a file:

  1. Click Documents from Boardable's main menu panel

  2. Click the title of the desired file

  3. Click the More actions (⋮) button at the top of the page

  4. Click Replace

  5. Click Continue

  6. Click Choose file

  7. Select the replacement file from the device's directory

  8. Make desired updates to Title and Notes, if any

  9. Click Replace


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