Remove an Attachment from a Note

Remove an Attachment from a Note

Since Notes are internal, any attachments added to Notes are not visible to the client.

If you need to remove an attachment from a Note: 

  1. Click on the Note
  2. Click the ellipsis in the top 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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