Administrators (Organization Admins) and Members Only
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      Edit / Move / Delete Files

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

      TABLE OF CONTENTS

      I. Edit Document Info

      II. Move Single File

      III. Move Multiple Files

      IV. Delete Single File

      V. Delete Multiple Files

      IV. Replace Files

      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

        Edit Move Delete Files

      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

          Edit Move Delete Files 1

      4. Click the desired folder

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

      5. Click Move

        Edit Move Delete Files 2

      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

          Edit Move Delete Files 3

      4. Click the desired folder

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

      5. Click Move

        Edit Move Delete Files 4

      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

        1. If this button does not appear, this means the editor is neither an admin nor the original uploader. To delete this file, the editor needs to first be promoted to Admin. To learn how a current admin can do so, please see Related Articles.

      3. Click Delete

        Edit Move Delete Files 5

      4. Click Ok

        Edit Move Delete Files 6
         

      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

        Edit Move Delete Files 7

      4. Click OK

        Edit Move Delete Files 6

      V. Replace Files

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

      Replacing a file lets viewers see the new document at the same address/URL of the old document, in the same location on the platform.

      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

        Edit Move Delete Files 8

      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

        Edit Move Delete Files 9

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