--- title: Files Are Being Removed or Deleted From a CMI Request description: Files may appear missing from a CMI Request if they are automatically moved to 3e master records during Matter creation or updates. Learn why this happens and where to find the relocated files. --- [Skip to content](https://www.hubspot.actusverto.com/intapp-km/files-are-being-removed-or-deleted-from-a-cmi-request#main-content) English Show submenu for translations [More support](https://www.hubspot.actusverto.com/intapp-km/kb-tickets/new?hsLang=en) [Customer portal](https://www.hubspot.actusverto.com/tickets-view?hsLang=en) [![](https://www.hubspot.actusverto.com/hs-fs/hubfs/actus-verso-logo-HI.png?width=792&height=312&name=actus-verso-logo-HI.png)](https://www.actusverto.com) - [Services](https://www.hubspot.actusverto.com/intapp-km/files-are-being-removed-or-deleted-from-a-cmi-request#services) - [About](https://www.hubspot.actusverto.com/intapp-km/files-are-being-removed-or-deleted-from-a-cmi-request#about) Open main navigation Close main navigation - [Services](https://www.hubspot.actusverto.com/intapp-km/files-are-being-removed-or-deleted-from-a-cmi-request#services) - [About](https://www.hubspot.actusverto.com/intapp-km/files-are-being-removed-or-deleted-from-a-cmi-request#about) - English Show submenu for translations - [More support](https://www.hubspot.actusverto.com/intapp-km/kb-tickets/new) - [Customer portal](https://www.hubspot.actusverto.com/tickets-view) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Intapp](https://www.hubspot.actusverto.com/intapp-km?hsLang=en) 2. [Troubleshooting](https://www.hubspot.actusverto.com/intapp-km/troubleshooting?hsLang=en) # Files Are Being Removed or Deleted From a CMI Request ### **Overview** Some users may report that files attached to a **Client/Matter Intake (CMI) Request** appear to be removed or missing before they are reviewed. In most cases, these files have not been deleted. Instead, they have been **automatically moved** from the CMI Request into the appropriate **Client, Matter, or Party record in 3e / Document Management (DM)** during data updates. --- ### 🔍 **Why Files Disappear From a CMI Request** ### **When a Client/Matter is created in 3e** Once 3e successfully creates a **Client**, **Matter**, or **Party** record, the system automatically moves attachments from the CMI Request into the corresponding master record. This avoids duplication and ensures that the “source of truth” documents live in the correct master location. ### **Where the files go** Files are typically moved into **DM → Matters / Clients / Party → Files**, depending on the attachment type. Users expecting to see files inside the CMI Request should instead check DM. --- ### 🧩 **Why This Didn’t Happen Before** Whether attachments are moved at the time of Matter creation depends on **when they were added**: - **Attachments added BEFORE 3e creates the Matter/Client** → They are moved immediately when creation occurs. - **Attachments added LATER in the workflow** → They are only moved when the next update is sent to 3e. In short: > **Attachments are moved to DM whenever an update occurs in 3e.** --- ### 🛠️ **How to Confirm Attachments Have Been Moved** ### **Step 1 — Check the CMI Activities Tab** The file will appear as removed from the CMI Request. ### **Step 2 — Check DM** Navigate to: **DM → Matters (or Clients/Parties) → Files** You should see the attachment listed there, for example *Conflicts Search.pdf*. --- ### 📝 **Important Notes** - Files are *not deleted*; they are moved as part of the integration process. - Movement timing depends on when attachments were uploaded relative to 3e updates. - This behaviour ensures the correct system of record retains the documentation. - [Troubleshooting](https://www.hubspot.actusverto.com/intapp-km/troubleshooting?hsLang=en) - [Integrations](https://www.hubspot.actusverto.com/intapp-km/integrations?hsLang=en) - [How to](https://www.hubspot.actusverto.com/intapp-km/how-to?hsLang=en) - [Services](https://www.hubspot.actusverto.com/intapp-km/files-are-being-removed-or-deleted-from-a-cmi-request#services) - [About](https://www.hubspot.actusverto.com/intapp-km/files-are-being-removed-or-deleted-from-a-cmi-request#about) [![](https://www.hubspot.actusverto.com/hs-fs/hubfs/actus-verso-logo-HI.png?width=792&height=312&name=actus-verso-logo-HI.png)](http://www.actusverto.com) [mailto:support@actusverto.com](mailto:support@actusverto.com) Copyright © 2026,