Remove or delete an attachment

If you accidentally add the wrong attachment An attachment is a bundle of one or more supporting documents, such as spreadsheets, scanned images, or word processor documents. to a record, or find an old attachment with incorrect information, you can delete the attachment.

To delete an attachment, you'll first remove it from any records or transactions. Then, delete the attachment from the attachments list.

Remove an attachment from records and transactions

1. Go to the list page of a record or transaction you want to edit

2. Select Edit at the end of the row.

3. In the Attachment field, clear the selected attachment name.

4. Select Save.

1. Go to the edit page of a record or transaction with the attachment.

2. In the Attachment field, clear the selected attachment.

3. Save the change.

Delete an attachment from the Attachments list

1. Go to Company > Setup > Storage > Attachments.
2. Find the attachment that you want to delete.

3. Select More actions > Delete at the end of the row.

4. Select Delete

1. Go to Company > Setup > Storage > Attachments.
2. Find the attachment and select the Delete checkbox.
3. Select Delete.
4. Select OK.