Once you have submitted a LoanBeam application, you are NOT able to remove any processed documents or files associated with that application.

If the attachment is yellow, you cannot because it has been processed.                                                  

If the attachment is green, you can delete/remove it. 

•  - If you need to submit a tax return from the same year as the one already processed, you will need to submit a new application.
•  - Note: LoanBeam does not allow duplicate Application numbers.  You may need to append a number (-1) or a letter (A) to the Application ID to make your new application submission unique.
•  - If you want to exclude one year from the results (and therefore only use 1 year for the calculation), you can use the Feature in the LoanBeam worksheet to exclude the previous year.
•  - To do this, click on the MAIN SHEET and look at the top of the page.  There is a blue cell that says 'Type "X" to exclude the previous year's income. Using this feature will ignore the income for the entire tax year.
•  - Deleting an entire Application is not recommended. Please see KB article 1039 for more information.

Note: Files /Documents can be removed BEFORE being submitted/processed. 

You'll see this option in the Upload File Box when creating a NEW application or updating an existing one.  This option is a simple way to correct files selected for delivery to LoanBeam if the wrong file was accidentally picked