Deleting a Workfile

Workfiles can be deleted from your system provided they do not contain a locked estimate or supplement. When a workfile is deleted, tasks that are associated with the workfile are also deleted. The Delete function is available for these workfiles by selecting the Action option from the workfile mini-toolbar.

This feature requires that the security permission Workfiles - Delete workfiles (permanently remove from system) is enabled for your user role.

To delete a workfile

  1. Click View > Workfiles from the menu bar. The Workfiles screen opens.
  2. Click on the workfile, and then select Action > Delete from the mini-toolbar. The message Permanently delete the selected item for [Owner Name] and all related tasks? appears. This option will not be available for certain types of workfiles. See the list above.
  3. Click Yes.

Overview

Storing and Archiving Workfiles

 

 

 

 

 

 

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