Remove a linked cloud file from a record

task brazil Updated Sep 10, 2026 1 min read remove-the-cloud-doc-link.md
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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 ([Omitted image "TasksIcon.jpg"] Alt text: 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.

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