Document Library

View / Edit / Delete Documents

IMPORTANT:

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.

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

NOTE:

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.

Other Tutorials Related to the Document Library

Adding Documents
Valid File Types (Library and Custom Fields)

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