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 paper clip 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, August 7, 2024