Document Library - View / Edit / Delete Documents

[alert heading=”IMPORTANT:” type=”alert-danger” block=”false” close=”false”]When in a Rich Text field, you should not create a link to a file in the Document Library as this could expose the file to those other than your intended volunteer audience.[/alert]

View / Print

  1. Go to: Configuration >> Document Library
  2. Hover over the options icon beside the document
  3. Click on “View”

NOTE: The “Print” option will print the attributes of the document, not the document itself.

Edit

  1. Go to: Configuration >> Document Library
  2. Hover over the options icon beside the document
  3. Click on “Edit”
  4. Make the desired changes (title, visibility, highlight, module, file, description)
  5. Click the [Save] button

You may need to adjust the filters at the top of the screen in order to see some of your documents in the list.

 

Delete

NOTE: You may need to adjust the filters at the top of the screen in order to see some of your documents in the list. Once you have deleted a document from the library, you cannot undo the delete (but you can upload the document again).

  1. Go to: Configuration >> Document Library
  2. Hover over the options icon beside the document
  3. Click on “Delete”
  4. Click the [Delete] button

[alert heading=”NOTE:” type=”alert-danger” block=”false” close=”false”]If the document you are attempting to delete is used in any of your Email Templates, a confirmation dialog will inform you of the number of templates that use it. You’ll need to confirm this before you can delete the document.[/alert]

Other Tutorials Related to the Document Library

Adding Documents
Valid File Types (Library and Custom Fields)

Looking for something else?

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