How do I delete a file in the Files & Photos feature?

How do I delete a file in the Files & Photos feature?

Deleting a file in Files and Photos is simple. Follow these steps:

• Go to the Files and Photos module from the main menu.

• Locate the project or folder containing the file(s) you want to delete.

• Locate the file you want to delete within the Files and Photos module.

• Hover your cursor over the file. You’ll see a small checkbox appear in the top-left corner of the file.

• Select the file by checking the box.

• Once selected, a new toolbar will appear below the blue banner (where your company name is displayed).

• On the right-hand side of that toolbar, you’ll see several options — such as Copy, Move, Email, Download Zip, Email Zip File, Delete, and Save.

• Click on the trash bin icon (Delete) to remove the file.

Deleting multiple files

To delete multiple files at once:

• Continue checking the boxes next to each file you wish to delete.

• Alternatively, click Select All (top-left corner below the “Files and Photos” title) to select all files in that folder.

• Then click Delete to remove them all at once.

Important Notes

• You can only delete files that were uploaded directly to the Files and Photos module.

• If you try to delete a file that was uploaded through another module (e.g., Submittals, Estimates, or Projects), you’ll receive a message stating that the file is associated with another record and cannot be deleted here.

• To delete those files, go to the original module where they were uploaded (e.g., Submittals, Estimates, or Projects) and follow the same steps there.

You can identify where a file was uploaded by checking the tag displayed under the file thumbnail — for example:

• A tag that says Project means it was uploaded under the Project module.

• A tag that says Estimate means it was uploaded under the Estimates module.

Only files uploaded directly in Files and Photos can be deleted from this module.