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
- CM
- Content Manager
- EERP
- Munis
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
When viewing any attachment record saved to CM when opened from EERP:
Click on Remove Attachment from the command ribbon
Click on
Import attachment (CTRL + ALT + I)
- Drag and Drop a file, or click CHOOSE FILE
Scan in attachment (CTRL + ALT + Z) from the command ribbon
- Click IMPORT
- Click Save document to CM (CTRL + ALT + S) from the command ribbon
- Click X to Close Viewer
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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