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Envelope Attachment Deletion Wizard

edited Jul 3, 2024 12:29PM in SuiteProjects Pro Discussions

<p>Only users with appropriate role rights have access to this feature. It allows you to delete attachments associated with approved envelopes and receipts, freeing up valuable storage space. You can choose to delete the attachments from all approved envelopes from a certain time period, or to delete only those approved envelopes that have been fully reimbursed.<br/>To use the wizard:<br/><br/>1. Go to the Dashboard<br/><br/>2. Click on the "Envelope attachment deletion wizard" link found under the "Wizards" section heading.<br/><br/>3. In the "Delete envelope attachments" dialog box, select the date range for the envelopes.<br/><br/>4. Select whether to delete attachments from all approved envelopes

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