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cozmarie
Level 1

How can I delete an attachment i have put on an estimate?

 
1 Comment 1
SarahannC
Moderator

How can I delete an attachment i have put on an estimate?

Hello there, cozmarie.

 

Deleting an attachment from an estimate is easy. Let me show you how:

 

  1. Go to the Gear icon.
  2. Select Attachments
  3. Review all the added attachments on the estimate.
  4. To remove that on the transactions, you'll need to click the drop-down arrow. 
  5. Then, select Delete.
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  6. Click Yes to confirm.

 

That's it. You can then go back to the estimate you created and double-check if the attachment is removed successfully.

 

You can check these articles for additional information:

 

 

Let me know if you have more concerns. I'd be glad to help and answer your queries. Take care and stay safe. 

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