Hey Shannon, Thank you for your question. My name is John Clarkson and I am one of the Customer Success Managers at Cloud Coach. Deleting a document or link from your project is a pretty easy process and can be done in multiple ways.
When a document or link is added to your project through the documents section, there will always be a post created on the project chatter feed. The easiest way to delete these documents would be to do so by deleting them from the chatter feed. This will work with both documents and links.
We leverage Saleforce Files when uploading a document to the project and you can also navigate directly to that file to delete. Note: this will only work when trying to delete a DOCUMENT. Links have to be removed from the chatter feed.
From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by sepa
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