how to delete saved documents
By Declan · Updated June 2026
Remove documents from your shared library so sales teams don't reuse outdated PDFs in proposals.
Documents saved to your library are available to anyone building a SendSite. When a file is outdated or no longer approved for use, delete it so it can’t be added to new proposals. You need master or admin access to manage library content.
Open your dashboard
Sign in with a master or admin account and go to your dashboard.
Open the library menu
In the top bar, next to your profile and the gear icon, click the folder icon. A dropdown opens with options for Images, Videos, Documents, Sections, and Templates.
Select Documents
Click Documents to open your saved document library.
Find the document
Scroll or search to locate the document you want to remove.
Delete it
Hover over the document and click the trash can icon in the top right corner.
Deleting a document removes it from the library for everyone on your team. Existing SendSites that already include the file are not affected, but the document won’t be available to add to new proposals.
Confirming the document is gone
After deleting, the document disappears from the library view immediately. If you or a teammate try to add a document to a SendSite, the deleted file will no longer appear in the picker.
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