Deleting attachments
If a document that is attached to a client record is incorrect or obsolete, you can delete it.
About this task
Procedure
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Sign in to your account.
Your home page opens.
- To see your clients, from the Side Navigation Menu, select , or search for other clients.
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Click a client name.
Their Summary View opens.
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Click
.Starting with the most recent attachments, the list displays all the documents that are recorded for the client and the place in the application where the attachment was uploaded.
- Click the Actions menu for the attachment, and click Delete.
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Confirm that you want to delete the attachment by clicking Yes.
The deleted attachment is removed from the list view.