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
- Click the Membership tab on the vertical Dashboard menu at the left side of the screen.
- Click the Boardroom tab.
- In the BOARDROOM window, locate the meeting in the list. In the Actions column, open the three-dots menu and choose View Boardroom.
- 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.
- Click the trash can icon next to the file you want to remove.
- 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.