Remove an attached file

Can I do this task?

  1. Open the record that you want.
  2. For most record types, click the Notes tab.
    • On the E-mail form, click the Attachments tab.
    • On the Service Activity form, click the Service Activity tab.
    • On the Case form, click the Notes and Article tab.
  3. Double-click the status row of the note that contains the attachment you want to remove.
  4. To keep the note, but remove the attachment, in the Note form, in the File Attachment area, click Remove, click OK, and then click OK again.

    - OR -

    To remove the note and the attachment, on the Actions Action menu button menu, click Delete Note, and then click OK.

  5. Click Save or Save and Close.

Note

You cannot update an attached file. Instead, save the file on your computer and edit the file, delete the attachment, and then attach the edited file.

Related Topics

Note Form

Add a Note or Attach a File

Accessing Parts of the Application - Troubleshooting

Manage Activities

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