How do I delete old unwanted documents from a duplicated event/excursion?

This article will cover how you can delete unwanted documents from a duplicated event

*Please note, this article can be applied for the process of regular events as well.*

Document Summary Overview:

The Document Summary Tile of the Planning phase of an event, shows all uploaded documents included in an event. It also shows the category, name, size and gives an option to download a copy.

For example, the below document has been uploaded in the 'Budget' tile:

When a document is uploaded, the Document Summary will display the category, if the category is 'Event', it can be found in the Proposal, otherwise it will be associated with a specific tile in the Planning.

Removing Documents:

To remove documents from the event, navigate to the category as shown above, and locate the document you'd like to delete. Then select the 'X', as shown below:

This will remove the document from the event.

Removing Documents from Duplicated Activities:

If a document has been uploaded to an activity that has been duplicated, the category will show as 'Activity & Transport', and will then be visible in the 'Templates' section of that tile. Select the 'Edit' button to view the activity and any documents associated. Please review the step guide below for further instructions:

1. Open the 'Activity & Transport' tile, and select the '>' beside 'View Templates' to display a drop down of the activities you are able to duplicate:
   
2. Select the 'Edit' button to the right of the activity tile to view the information:
   
   
   
3. Once the pop-up displays, scroll down to the 'Activity Documents' section to view any uploaded files, then select the 'X' to remove:

Once this has been removed, it will no longer appear in the Document Summary. You can also update documents by adding them here as well, for current use.

We hope this guide helped with your enquiry.