How do I delete documents?

How to delete a document?

Go to Documents, find the document to be deleted, click on the 3 vertical dots on the right-hand side of the row, and click on Delete. 

If the Delete option is not present, it means that you don't have the proper permissions and will need to ask a Board Admin to delete it for you. 

If the document has been linked to an action, event, or meeting, you must unlink it first, then delete it. 

If the meeting minutes have been approved, you can not delete the document. 

What are the rules for deleting documents?

1. After a document has been uploaded to BoardSpace for six months, it becomes a permanent record, unless;

a. In the first seven days, if it is deleted by the same user that uploaded it (this deletion cannot be undone).

b. After seven days, but before six months, documents can be moved to trash by the recording secretary or board admin. Trashed documents are removed from the document list, but are not yet deleted.

2. After one year, trashed documents are permanently deleted automatically. After six months, trashed documents can be manually deleted by board admins.

3. Trashed documents can be restored anytime before being permanently deleted after one year.

Updated March 2026