Property & Compliance Management

Delete a client-uploaded Real Estate attachment

Remove a file only when the portal exposes the supported action and ownership allows it.

Reviewed 27 October 2026Merged module 2.1.3
Where to goClient Portal → Real Estate → relevant profile/request → Files → Delete

Before you start

Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence.

Follow these steps

  1. Sign in to the relevant client or landlord account.
  2. Remove a file only when the portal exposes the supported action and ownership allows it.
  3. Do not delete staff/owner evidence through another relation.
  4. Check the result through the authorised portal link; report missing relationships to staff.

Fields, rules and limits

  • Do not delete staff/owner evidence through another relation.

Check it worked

Only the intended linked property and permitted evidence are visible.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

Do not delete staff/owner evidence through another relation.

Why is the record or action unavailable?

Use an active client contact with the correct property relationship. An accessible listing is different from permission to view private tenancy or compliance evidence. Check the current company and record relationship before requesting additional access.