Remove an Attachment from a Note

Remove an Attachment from a Note

Notes are internal, so attachments on Notes cannot be seen by the client. 

‚ÄčIf you need to remove an attachment from a Note: 

  1. Click on the Note.
  2. Click the ellipsis (three dots) in the upper-right corner.
  3. Click Edit Note.
  4. Click the X next to Preview to remove the attachment.
  5. Click Yes to proceed.
  6. Click Update Note.

Note: Files attached to a Note can also be deleted on the Files page.


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