Delete a Document from all Transaction Lines

You can delete a document that's associated with multiple transaction lines.

Prerequisites: Select a transaction file to view or edit and click the in the Document column.

If you use the Vantagepoint on-premises product, the Supporting Document dialog box displays only if Transaction Document Management is configured. For more information, see the Supporting Documents and Files online help topic.

To delete a document from all transaction lines on the grid:

  1. On the Supporting Document dialog box, select the document that you want to remove.
  2. Hover the cursor at the end of the row of the transaction entry, and select Options > Detach from all existing lines.
    If this document is only associated with the current transaction, it is deleted. If the document is associated with at least one other transaction on the grid, a confirmation message displays and you can click Yes to confirm the deletion.