Clarification on Editing Estimates

• May 05, 2026 17:09

Laura

If I have sent a customer an Estimate with an attachment, I don't see the ability to detach or delete the attachment - is that by design?

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• 

  James Montgomery

  Thryv Moderator

  Thryv Employee

  • May 06, 2026 15:44
  • Edited

  

  Hey Laura,

  Good news, you can 100% remove an attachment from an estimate! Here's how:

  1. Navigate to the estimate in question
  2. Click the tri-dot (⋮) menu
  3. Select Edit Estimate
  4. Open the Attachment dropdown within the estimate
  5. Hover over the attachment in question — a trash can icon will appear
  6. Click the trash can next to the attachment to delete it

  I hope this helps! Let us know if you have any other questions.

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