Would love the ability to remove an attached document. I have attached documents to an invoice that don't belong with it but can not find a way to remove it.
Company | Patuxent Materials |
Job Title / Role | Accounting Clerk |
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If you have already posted your batch, you can go in to Document Management > Programs > DM Transaction Attachments and add/remove attachments there.
Hi Rose,
There is multiple ways to do this. If you have the thumbnail viewer open, you can right click on the document and click delete.
If you're using the attachment form, you just have to click on the red cross at the top when you have the attachment selected.
For questions like this, I would suggest using ClearView -> Learning & Support -> Community Answers.