Delete Notes or Attachments

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callout-dangerDeleted notes are permanently removed from the system. Deleting a note will also delete any attached file.

Delete Notes

Select a deletion method below.

  1. Navigate to Notes using either method.
  2. Select the drop-down arrow on the note's Edit Split Button
  3. Select Delete.
    delete-note-one
  4. Answer Yes to confirm the deletion.
  1. Navigate to Notes using either method.
  2. Select notes.
  3. Select Delete Selected from the Options menu. If you cannot see the menu, show the Tool Panel.
    note-delete
  4. Answer Yes to confirm the deletion.

callout-infoDeleted attachments are permanently removed from the system. 

Delete Note Attachment

A file attachment associated to a note can be removed without deleting the note.

  1. Navigate to Notes using either method.
  2. Select the drop-down arrow on the note's Edit Split Button
  3. Select Delete Attachment.
    note-attachment-delete
  4. Answer Yes to confirm the deletion.