Delete files from close file | Feature Requests

Delete files from close file

complete

Abigail Super

Add support for users to be able to remove attachments added to the close file. When incorrect attachments have been uploaded it can be misleading to see non-relevant data.

Created by Roslind Burks

May 6, 2022

Roslind Burks

marked this post as

complete

This is possible in Keeper!

From the client's close do the following:

Click the Client info button (paper with ? icon)
Navigate to the Files tab
Click the red trashcan icon next to the file you want to delete
Confirm the correct file was selected and click DELETE

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