Delete files and folders
Permanently delete a file or folder after checking who still needs it.
Deleting a file or folder from Files permanently removes it. The client portal does not show Trash or Restore. Sydnee currently has no visible in-product recovery action.
How do you delete a file?
- Open the file's action menu.
- Choose Delete.
- Review the warning.
- Choose Delete File.
The file is permanently deleted. It disappears from Files and from any client view that included it.
How do you delete a folder?
- Open the folder's action menu.
- Choose Delete.
- Review the folder name and warning.
- Choose Delete Folder.
Deleting a folder permanently deletes that folder and all its contents. This action cannot be undone.
What should you check first?
- Confirm that you selected the intended file or folder.
- Download a copy when your team may need the work later.
- Check whether a folder contains files that clients or team members still use.
- Check public links and Deliverables that depend on the file or folder.
Who can delete files and folders?
Team members can delete items they can manage. A client with Full Access can delete files and folders in that folder. View Only access does not include deletion.
Folder access can differ by person. Check the client's access if Delete is not visible.
What does your client see after deletion?
A deleted item disappears from the client portal. A public link to a deleted file also stops working.
How do you fix a common problem?
Delete is unavailable: check your role and the folder's access settings. View Only access does not include deletion.
The wrong item was deleted: Sydnee has no in-product recovery action. Check any downloaded copy or backup your team maintains.