Deleting an Attachment as a Part of Your Billing Workflow
To add delete an attachment as a part of Your Billing Workflow:
- Select the Progress tab.
- From the Attachments column for the line item which includes the attachment you wish to delete, select the paperclip icon.
An Attachments panel opens on the side of the page.
- From the panel, select the trash can icon next to the name of the document you want to delete.
The application prompts you to confirm your decision.
- Select the Yes button.
- A Success message displays, confirming you successfully deleted the document.
- The name of the document disappears from the Attachments panel.
- The number displayed in the Attachments column decreases in value, reflecting the new number of documents attached to the line item.
Last Published Wednesday, July 10, 2024