COBBLESTONE SOFTWARE

Contract Insight — User Guide

Delete an Attachment

07. End Users - Contracts › Contract Attachments › Delete an Attachment

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

An attachment is deleted from its Document Tools window: opening the window for a file shows a red Delete button (with a trash-can icon) alongside Preview and Download at the top. Files that are checked out cannot be deleted until they're checked back in, consistent with the check-out lock described in Attachment Check-In/Check-Out. Administration › Bulk Import Attachments offers a separate place to delete files that were uploaded but never filed onto a record (Pending attachments): each has its own Delete action, useful for clearing out files left behind after their intended contract was removed.

2. Key Elements

• Document tools (briefcase icon on each file row): opens the file's Document Tools window.
• Delete: the red button with a trash-can icon at the top of the Document Tools window, next to Preview and Download.
• Check-out status: the banner at the top of the Document Tools window shows whether the file is checked out. A checked-out file cannot be deleted (or replaced) until it is checked back in — see Attachment Check-In/Check-Out.
• Administration › Bulk Import Attachments: lists every attachment that was uploaded but never filed onto a record under Pending attachments, each with its own Delete button.
• Status column: shows each pending file's state, such as Waiting to be filed. Files marked contract deleted were left behind when their contract was removed and are natural candidates for cleanup.

Note: Download a copy of the file before deleting it if you may need it later.

3. Navigating to a Record's Attachments

1. From the Contract Insight homepage, click the Requests/Contracts icon in the left navigation bar, then select Contracts.

2. On the Contracts list, locate the contract (use the Search box or the column filters if needed) and click Manage on its row.

3. On the contract record, click the Attachments & Templates tab. The Files / Attachments panel opens.

4. Deleting an Attachment from a Record

1. Navigate to the record's Attachments & Templates tab (see Section 3).
2. In the Folders list, select the folder that contains the file, or find it with Search files.
3. On the file's row, click the Document tools (briefcase) icon.

4. At the top of the Document Tools window, check the check-out status. If the file is checked out, it must be checked back in before it can be deleted.
5. Click Delete, then confirm the deletion if prompted. The file is removed from the record's file list.

5. Deleting a Pending (Unfiled) Attachment

1. From the Contract Insight homepage, click the Administration (settings) icon at the bottom of the left navigation bar.
2. On the Administration page, click Bulk Import Attachments. You can also type "bulk" in Search administration to find it.

3. Scroll to Pending attachments. Use the Search box or the column filters to find the file, and check its Status.
4. Click Delete on the file's row, then confirm the deletion if prompted.

Note: The Pick checkboxes, Select all, and Clear are used to file pending attachments onto a contract, not to delete them. Pending attachments are deleted one at a time with each row's Delete button.

6. Quick Reference Summary