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Delete a file
Files can be deleted if they haven’t been attached to any and you will be prompted if you wish to keep the file anywhere it is attached to a record or remove it from all records.
In the Attachments Library, navigate to the file to be deleted.
Click the Delete icon beside it.
The file will then be deleted if not attached anywhere, or a warning message will appear indicating it was not able to be deleted.asking how you wish to delete it. Select the appropriate option and click Ok.e
Create a folder
In the Attachments Library, click the new folder icon.
Complete the Folder Name field, then click Create.
The folder will then be created in the location.
Move a file
Files can be moved to a different folder if desired (the folder must already exist).
In the Attachments Library, navigate to the file to be moved.
Tick the box beside the file/s to be moved, then click the Move icon.
The Move Items window will appear.
Navigate to the folder you wish to move the files to and tick the box beside it. Then click Move.
Delete a folder
Folders can be deleted if they don’t contain any files.
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