To remove an attachment from an estate record

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

The procedure to remove an attachment from an estate record is as follows:

1. Using the Advanced search spy-glass (), select Estate as the Search for and Search by category, and enter the Estate reference as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Details window is displayed.
3. Click on Attachments. The Attachments tab is activated, revealing a list of all files linked to the estate record in the Attachments summary table.
4. Highlight the specific row matching the attachment to be removed; file images are displayed to aid in the verification of the intended selection.
5. Click on Remove Attachment 2. The end user is asked to affirm deletion of the file before the entry is removed from the Attachments summary table 3.

Note

1 Additional search criteria may need to be employed (e.g. description, estate type, functional unit, company) to ensure that the correct estate record is returned.

2 Only the linked copy or web address reference of the attached file is removed; the source document, image, video or audio clip is preserved in its original location.

3 Any file attachment deleted in error can simply be re-added.

See related topics...

Estate management record maintenance overview

To add an attachment to an estate record

To view a linked attachment in an estate record

To modify the details of a linked attachment in an estate record

Using the search facility