KBA-01677: Unlinking Documents/Projects

Question:

How do I remove from the Attachment tab a document that is attached to another document?
If I have a parent/child relationship with two documents and no longer want that relationship, how do I unlink the projects?

Answer:

When you link a Project Setup document or a Bid document to another project’s Project Setup document (as explained in the Data and Equipment Projects technical white paper), documents will end up attached on each other’s Attachment tab.

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To remove a document from the Attachment tab of another document:

  1. Select Unattach from the Attachment’s Option menu:
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  2. Save your document. The attached document and the reciprocal document on the other document’s Attachment tab will both be removed.  Projects will no longer be linked, nor maintain a parent/child relationship.
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Note: the Unattach option works to remove documents even when there isn’t a linked/reciprocal relationship. In no case is the document deleted from the Catalog; it is merely removed as an attached document.


KBA-01677; Last updated: November 18, 2016 at 8:49 am;