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How do I delete files from a Boardroom Meeting?

Delete Files from a Boardroom Meeting

Also known as: remove a boardroom attachment, delete a meeting document, remove uploaded boardroom file

Delete documents that have been uploaded to a Boardroom Meeting. Every file — whether it was uploaded directly or attached alongside a Boardroom Manager comment — ends up listed in the same Attachments section, and is removed the same way from there.

 Steps

  1. Click the Membership tab on the vertical Dashboard menu at the left side of the screen.
  2. Click the Boardroom tab.
  3. In the BOARDROOM window, locate the meeting in the list. In the Actions column, open the three-dots menu and choose View Boardroom.
  4. In the BOARDROOM MEETING window, go to the Attachments section, below Meeting Details on the left. Each uploaded file is listed with its name and upload date/time.
  5. Click the trash can icon next to the file you want to remove.
  6. In the REMOVE ATTACHMENT confirmation window, click Remove to permanently delete the document, or Cancel to keep it.

> Note: A file attached to a Boardroom Manager comment also shows a "view attachments" link under that comment, but that link only opens the file — it does not offer a delete option there. To remove the file, use the trash can icon in the Attachments section as described above.