View, delete, or update project documents

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How to view individual project documents

To view a document that’s been uploaded to a project in Wrapbook:

  1. From the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the name of the project that the document has been added to

  3. In the left-side navigation, click Documents. The names of documents that have been uploaded to the project will be listed at the top of the Documents dashboard.

  4. Click the name of the document to view it in Wrapbook

How to update or delete a project document

To update a document’s details or to delete it entirely:

  1. Go to the project’s Documents dashboard

  2. Click the three dots next to the document name

  3. Select either Edit to update the document details or Delete to remove it from the project

Document management interface showing options to edit or delete a file.

Click the three dots next to the document name, and then make your selection

How to upload a new version of a project document

To replace a document that’s previously been uploaded with an updated version:

  1. Go to the project’s Documents dashboard

  2. Click the three dots next to the document name, then select Edit

  3. On the Edit Document page, click the Select a file button to upload the latest version from your computer

  4. When you are finished, click the Save button

Document management interface showing options to edit and download files.

Click the three dots next to the name of the document and then select Edit

Document editing interface showing file attachment and sharing options for company members.

Click the Select a file button to choose a new file that's saved to your computer. After you’ve uploaded the new file, click the Save button.