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Deleting a file in the contact documents tab
Deleting a file in the contact documents tab
Updated over a week ago

Delete a file when it has been uploaded in error or is no longer required. The file cannot be deleted if it is currently checked-out for edit, or if the file has been locked.

  1. Open the Documents tab and use one of the following methods:

  • Single row - Click the row action button and select 'delete'.

  • Open file - Click on a row to open the document edit page. Click the page action button and select the 'delete' option.

  • Multi-row - Select the check box(es) on the row left for each item you want to delete. Then click the multiple rows action button and choose 'delete'.

2. The documents list refreshes and the file(s) have been removed.

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