---
title: "Delete an Attachment"
slug: "delete-an-attachment-1"
updated: 2026-10-08T17:08:19Z
published: 2026-10-29T16:40:50Z
canonical: "wiki.cobblestonesoftware.com/delete-an-attachment-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Delete an Attachment

**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**.

![Requests/Contracts menu with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-01-contracts-menu(3).png)

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

![Contracts list with the Manage button and Search box highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-02-manage(4).png)

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

![Contract record with the Attachments & Templates tab highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-03-attachments-tab(4).png)

# 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.

![Files / Attachments panel with Root Folder and a file's Document tools icon highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/move-04-doc-tools-icon(1).png)

1. 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.
2. Click **Delete**, then confirm the deletion if prompted. The file is removed from the record's file list.

![Document Tools window with the check-out status and Delete button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/del-05-delete-button.png)

# 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.

![Administration page with the Administration icon and Bulk Import Attachments highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/del-06-admin.png)

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

![Pending attachments list with the Delete button and Status column highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/del-07-pending.png)

**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

| Task | Where | Action |
| --- | --- | --- |
| Open a contract's attachments | Requests/Contracts → Contracts → Manage | Click the **Attachments & Templates** tab |
| Delete a file on a record | File row → Document tools | Click **Delete** |
| Delete a checked-out file | Document Tools window | Check the file back in first, then click **Delete** |
| Find unfiled attachments | Administration → Bulk Import Attachments | Review **Pending attachments** |
| Delete an unfiled attachment | Pending attachments list | Click **Delete** on the file's row |