How do I delete files?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through December 23, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.

Occasionally, a file is uploaded incorrectly and should be deleted in keeping with good data grooming habits. To delete a file, take the following steps:

The Files tab on Sheila Abbot's person record. In this instance, the "test_1.xls" file is about to be deleted.

  1. After accessing the record that the file is currently stored on, click on the Other/Files tab.
  2. Locate the file you wish to delete in the embedded query, scroll all the way to the right, and click the red X.
  3. Double-check that this is actually the file that you want to delete.
  4. Click Update to delete the file.

You may also find the following articles useful: