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Remove a Document From an Account
Use the Documentation panel to remove a document from an account.
To remove a document from an account
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With an account displayed in the Work Form, do one of the following:
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Click the View Scanned Images or Documents icon.
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From the Info menu, click Documentation.
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At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Documentation.
The Documentation panel appears.
Note: To sort the list of documents, click a column heading.
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In the data grid, click the document and in the Documentation toolbar, click Detach. A confirmation dialog box appears.
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Click Yes.