If you no longer need a file and it's just taking up precious screen space, not to worry: files are easy to delete.
To delete a file:
1. From your HoneyBook home page, navigate to the Project in which you'll be deleting a file.
- You can search for a specific Project via the search icon, or select the Projects tab to review your full list of Projects.
2. Select the Files tab and find the file you'll be deleting.
3. Click the 3-dot icon in the bottom right of the file card.
4. Select Delete.
PLEASE NOTE: In the case of Invoices and Proposals, you can only delete files that have not been paid. If the file has been paid and no further action needs to be taken, you can mark the file as expired and it will no longer appear in your pipeline. This will also ensure that your client is no charged or sent any future payment reminders for that file.
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!