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Removing an Attachment from a Note

Removing an Attachment from a Note

Liscio Support avatar
Written by Liscio Support
Updated today

Because Notes are internal, any attachments added to Notes are not visible to the client and will be stored as Firm Only.
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If you need to remove an attachment from a Note:

  1. Select the Note

  2. Select the ellipsis in the top right corner

  3. Select Edit Note

  4. Select the 'X' next to Preview to remove the attachment

  5. Select Yes to proceed

  6. Select Update Note

Note: Files attached to a Note can also be deleted on the Files page.

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