Remove a linked cloud file from a record

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Remove a linked cloud file from a record in the Audit Workspace.

    Before you begin

    Role required: sn_audit.admin, sn_grc_workspace.user

    Procedure

    1. Navigate to All > Audit > Audit Workspace.
    2. Select the tasks icon ().
    3. Select an engagement in the Engagements list.
    4. In the Cloud files related list, select the cloud document.
    5. Select Remove linked file.
      A confirmation pop-up is displayed with the following message: Do you want to remove the linked file?
    6. Select Remove linked file in the pop-up.
      When a cloud file is linked to a record, the file access permissions are refreshed according to the set permissions on the table. For information on File access permissions, see Create Cloud File Access on engagements and audit tasks.
      A confirmation message is displayed that the cloud file is removed from the record.