Removing documents from the Documents tab

ACT! Premium Web 2005 Server

Removing documents from the Documents tab

You may want to remove documents on this tab.

To remove a document from a contact, group, or company record

  1. Display the contact, group, or company record.

  2. Click the Documents tab.

  3. In the document list, select the document you want to remove, and then click Remove Document.

  4. To confirm deletion, click Yes.

ACT! Premium for Web Server removes the association between the document and the current record.

Unless a document is on the Documents tab of another record, removing a document from the Documents tab deletes it permanently from the ACT! Premium for Web Server database. If you don't have a copy of the file outside of ACT! Premium for Web Server and want to keep it, use the Edit Document feature to open it, and then save it to a folder outside of ACT! Premium for Web Server.