Update the details of a file, URL, or report, replace an underlying file, or remove content you no longer need, all from the Library list.
Required permission: Manage personal files or Manage all files (Files permission set) for files and URLs. Manage personal reports and templates or Manage all reports and templates (Reports permission set) for reports. Users without a Manage permission do not see Edit or Delete in the More menu.
Edit a file
Use the Edit File modal to update a file's name, folder, or sharing scope, or to replace the underlying source file without deleting and re-uploading it.
- Select the More menu on the file row.
- Select Edit.
- Update the Name, Folder, or Shared With values.
- To swap the underlying file, replace the file under Source File.
- Select Save.
Note: Replacing the source file keeps the same Library entry, so existing references to the file are preserved.
Edit a URL
Editing a URL follows the same flow as editing a file, with a URL field in place of Source File.
- Select the More menu on the URL row.
- Select Edit.
- Update the Name, the URL, the Folder, or the Shared With values.
- Select Save.
Edit a report
Report editing in the Library is limited to the report's name and folder. You manage report content and data through the Spreadsheet Apps.
- Select the More menu on the report row.
- Select Edit.
- Update the Name, the Folder, or both.
- Select Save.
Delete a file, URL, or report
- Select the More menu on the row.
- Select Delete.
- Confirm the deletion.
Note: Deleting folders follows a separate flow, and a folder must be empty before it can be deleted. See Organize the Library with folders.