If you have files attached to notes or emails, you can remove them so they don't get sent.
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You can remove attachments from the note template so it will no longer be attached automatically when the note is used, or you can remove them one time from a specific note, not affecting the note template. Lastly, you can also remove attachments from the "Send Email" screen.
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Deleting these attachments from the "Send Email" modal does not remove the file attached to the note in the CRM system when synced.

1. Open the Notes Library and search for the note from which you wish to remove the attachment.
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2. Edit the note by pressing the pencil icon on the right and navigating to the "Attach File" option.
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3. Delete the file and save the note. Now, it will not attach files every time you pull it up.
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NOTE: This will remove the attachment from any existing notes under the contacts.

1. Find the note in the client's record, not in the Notes Library.
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2. Click the "Attachment" button on the note and select the "Option" button.
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3. Delete the desired file(s) and save the note. The removed file will not be sent with the email.
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NOTE: Removing the attachment from this note does NOT remove it from the note template in the Notes Library.
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1. Create a document and press "Send Email."
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2. In the email modal, navigate to "Attachments" at the bottom. Press the trash icon for any attachment you wish not to be sent. This screen will show ALL attachments being sent.
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