How to Unpublish a Document Package

If documents that have been published to the Investor Portal need to be removed, you can:

• Unpublish the entire document package, OR
• Remove specific documents within the published package.

To unpublish the entire document package

1. Navigate to Portal Uploads in the left navigation menu.
2. Find and access the package you’d like to unpublish.
3. Navigate to the specific package’s Details page.
4. Click the red Unpublish Package button.
5. Click Confirm. The documents have been removed from the Investor Portal.

If the documents within the package need to be edited first, first reject the package. Once rejected, the package details can be edited and resubmitted for review.

To remove only specific documents from a package

1. Navigate to Portal Uploads in the left navigation menu.
2. Find and access the package that contains the document(s) you’d like to remove.
3. To remove a document from the package, click the trash icon to the right of that document.
4. Click Confirm.

n.b. Documents can be removed only from published packages. To remove a document added to a drafted or rejected document package, either finish publishing the package and follow the steps above, or create a new document package with the correct documents.

Deleting documents from a published package may affect the number of recipients in campaigns when viewing or editing them. The package will remain published even after the document is removed.