WorkBook

Delete a Report Attachment

Use Report Attachments in the Folders, Reports, & Documents submodule in the Settings module to delete a report attachment and replace it with an existing attachment.

To use Report Attachments, you must have access to Settings as defined in User Access Rights under Settings.

To delete a report attachment:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the report attachment that you want to delete.
  3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Attachments.
  4. In the grid, highlight the record that you want to delete and click Delete Row on the grid toolbar.
  5. In the dialog box, select a replacement and click OK.