Rename, Delete & Remove Files

Overview

Update file names, replace outdated versions, or manage where files appear across Deals and Vaults. In Lev, Files are managed globally — editing or deleting a file updates every Deal and Vault it's used in. You can remove Files from a Deal or from a Vault rather than deleting them from your central File Storage.

Rename a file

You can rename a File from any location to update its name everywhere it is used.

1. Locate the file

   Find the file in any of its locations.

   You can see the file in All Files, a Deal's Resources, or a Vault.
2. Open the file menu and choose Rename

   Tap the ⋮ button in the file row, and click Rename.

   The rename dialog opens with the current name pre-filled.
3. Save the new name

   Enter a new name and click Save.

   The new name is applied across every Deal and Vault that uses the file.

Remove a file from a Deal or Vault

Removing a file detaches it from a Deal or Vault but does not delete it from Lev.

1. Open the Deal's Resources or the Vault

   Navigate to the Deal Resources page or the Vault.

   You're looking at the file in the location you want to remove it from.
2. Remove from Deal or Vault

   Tap the ⋮ button in the file row, and click Remove from Deal for a Deal, or Remove from Vault for a Vault.

   The file detaches from that Deal or Vault but remains in All Files.

You can also remove a File from multiple Vaults or multiple Deals using the same dropdown that allows you to add a File to multiple Deals or Vaults. The Deal's Resources page allows you to add a file to multiple Vaults. This same dropdown, that shows a checkmark for each Vault the deal is in, can also be used to remove a File from a Vault.

This is the same behavior from the All Files page, only this allows you to remove a file from multiple Deals.

Delete a file

You can Delete a file from any Files table using the red Delete button.