Delete a Supporting Document from a Transaction

You can delete a supporting document from a transaction.

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 supporting document from a transaction:

  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 > Delete supporting document.
    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.