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titleDescription of Issue

This documentation provides steps specific to deleting a file attachment in the HTML viewer when opened from EERP/Munis, then uploading or scanning and saving a new attachment 

It is assumed the user has effective rights to delete saved attachments


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  • CM
  • Content Manager
  • EERP
  • Munis

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titleCause

An example of when this might be useful is if the wrong file was attached and saved to a record and you wish to save a new file attachment to the same record 


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When viewing any attachment record saved to CM when opened from EERP:

  1. Click on Remove Attachment from the command ribbon

  2. Click on

    1. Import attachment (CTRL + ALT + I)

      1. Drag and Drop a file, or click CHOOSE FILE

    2. Scan in attachment (CTRL + ALT + Z) from the command ribbon

  3. Click IMPORT
  4. Click Save document to CM (CTRL + ALT + S) from the command ribbon
  5. Click X to Close Viewer

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titleAdditional Information

How to Access and Launch the TCM Full Client
How to delete attachments from the TCM Full Client
How to use the Document Purge Utility to purge a large volume of attachments from the TCM Full Client
More information for navigating the TCM Full Client, Searching, and Deleting attachments can be found here:TCM Full Client Online Help

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