Who is this article for?

Full users who want guidance on retiring and deleting attachments on a form in Assurance.

Full user type is required to retire attachments. Super user role is required to delete attachments.

Full users with update rights may retire attachments on a form in Assurance. This includes the Person Responsible and Approvers of a form. Only Super users may permanently delete a retired attachment. This article provides step-by-step instructions on how to retire and delete attachments on a form in Assurance.

1. Retiring an attachment on a form

To retire an attachment:

1. Open the form
2. Switch to the Attachments tab
3. Select the More Actions ellipsis icon next to the attachment
4. Select Retire from the dropdown menu

2. Viewing retired attachments on a form

To view a retired attachment:

1. Open the form
2. Switch to the Attachments tab
3. Change the Status filter from Active to Retired
4. Retired attachments are displayed with a red background

3. Unretiring an attachment on a form

To unretire an attachment:

1. Open the form
2. Switch to the Attachments tab
3. Change the Status filter from Active to Retired
4. Select the More Actions ellipsis icon next to the retired attachment
5. Select Unretire from the dropdown menu

4. Permanently deleting a retired attachment on a form

Caution!
Once an attachment has been permanently deleted, it cannot be recovered.

To permanently delete a retired attachment:

1. Open the form
2. Switch to the Attachments tab
3. Change the Status filter from Active to Retired
4. Select the More Actions ellipsis icon next to the retired attachment
5. Select Delete Permanently from the dropdown menu
6. Select the Delete Permanently button to confirm the action

Can't see the option to delete permanently?
Only Super users can permanently delete attachments on a published form. Attachments must be retired before it can be permanently deleted.