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Deleting Message Attachments
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Deleting Message Attachments

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Release Date Dec 9, 2025

Questions? Contact Brenda Folak

Table of Contents

Overview

What

Admin users will now have the ability to remove an attachment from within a line item.

Who

This feature is specifically for internal users to leverage; external users will not have access to this feature.

Why

As we get closer to SOC 2 compliance, this is an important step to maintain compliance within line items. We receive a lot of PII information from our partners/advertisers in order to create targeted audiences and conduct ROI/conversion analysis. This information should not remain in our system once it is no longer relevant.

Example

When a partner provides a document containing personally identifiable information (PII) to help launch a campaign, our team can now upload that data directly into the appropriate secure systems and then remove the file from Ui.Marketing to ensure proper handling and compliance.

Walkthrough

When to Delete an Attachment

Any documentation that is shared with us through a line item (internally or externally) that contains any Personally Identifiable Information (PII) will need to be removed. The following are considered PII:

  • Date of birth (DOB)

  • Address

  • Full Name

  • Email Address

  • Personal IDs (account numbers, SSNs, etc.)

  • Medical Information or PHI

    • What does PHI include? PHI includes information about an individual’s physical or mental health condition, the treatment of that condition, or the payment for the treatment. PHI also includes any information maintained in the same record set that identifies – or that could be used to identify – the subject of the health, treatment, or payment information.

      What are examples of PHI?

      • Examples of PHI include test results, x-rays, scans, physician’s notes, diagnoses, treatments, eligibility approvals, claims, and remittances. When combined with this information, PHI also includes names, phone numbers, email addresses, Medicare Beneficiary Numbers, biometric identifiers, emotional support animals, and any other identifying information.

Not Included

  • Users cannot undo the deletion of an attachment: once deleted, the action is permanent.

  • This capability is limited to internal, admin users only.

  • The deletion will not appear in the history log, but it will be visible within the line-item message.

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