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PBC Requests - References attachments

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Request Demo

I wanted to see if there was a way to delete an attachment in the References section of a PBC Request. The request has already been sent and is in Progress. The Assignee and the Approver are the same individual but when she goes in she does not see a delete option to remove the file. Only an option to download. Just wanting to see if that option is available or will she need to delete the entire request and create a new one? Thanks for your help.

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  • Mike Davis

    Hi Rebecca!

    Thank for the question. I confirmed with our Database experts here and can say that yes, she would need to delete the request and send a new one!

    If you need any steps on how to preform this task, just let me know. Thanks again for reaching out and have a happy Thursday!

     
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