🗂️ Overview

This article explains how users (Requesters and Approvers) can delete an attachment from a document in Microix.

✅ Prerequisites

Before deleting an attachment, make sure the following conditions are met:

• The document must be In Process.

• If you are the Requester, the document must be at the Request level.

• If you are the Approver, you can delete an attachment only when the document is at your approval level.

🧭 Steps to Delete an Attachment

1. Navigate to your document list:

   • Requesters: Go to My Documents.

   • Approvers: Go to Approve Documents.

2. Search for the document (requisition or invoice) you wish to edit using the search option.

3. Open the document once located.

4. Click the Attachment icon to display the list of attached files.

5. Right-click the attachment you want to remove and select Delete.

6. The system will automatically record an audit trail for this action.

⚙️ Additional Notes

• If the document has been transferred to MIP Accounting, the Delete and Add buttons are not available.

• To allow adding attachments after transfer, set the GSID option 903 in Global Settings.