Files
Files
Files: Overview
The complete guide to Files in PocketSmith
Files: Supported file types
Check out our large range of supported file types.
Files: Uploading and attaching files
Uploading files: Files page
The various ways to upload files on the Files page.
Uploading and/or attaching a file to a transaction
How to upload/attach a file onto a specific transaction.
Uploading and/or attaching a file to a budget event
How to upload/attach a file onto a specific budget event.
Files: Unattaching files
Files: Unattach a file from a transaction
Learn the steps to unattach a file from a transaction.
Files: Unattach a file from a budget event
Learn the steps to unattach a file from a budget event.
Files: Editing files
Editing files: From the Files page
Editing your files from the Files page.
Editing files: From a transaction
Editing your files via a transaction.
Editing files: From a budget event
Editing your files via a budget event.
Files: Star a file
Files: Star a file from the Files page
Star your files from the Files page.
Files: Star a file from a transaction
How to star a file from a transaction.
Files: Star a file from a budget event
How to star files from a budget event.
Files: Mark a file as important
Files: Mark a file as important from Files page
Mark files as important from the Files page.
Files: Mark a file as important from a transaction
How to mark a file as important from a transaction.
Files: Mark a file as important from a budget event
How to mark a file as important from a budget event.
Files: Labels
Files: Labels
An overview of labels on files.
Files: Add a label from the Files page
How to add a label to a file from the Files page.
Files: Add a label from a transaction
How to add a label to a file from a transaction.
Files: Add a label from a budget event
How to add a label to a file from a budget event.
Files: Add a label to multiple files
Add a single label to multiple files at once,
Files: Remove a label via the Files page
How to remove a label from a file from the Files page.
Files: Remove a files label via a transaction
How to remove a label from a file via a transaction.
Files: Remove a files label via a budget event
How to remove a label from a file via a budget event.
Files: Replacing a files label
How to replace a files label for another.
Files: Deleting a files label
How to fully delete a files label.
Files: The files search
Files: Files search
An overview of the Files search engine.
Files: Search by keywords
Search your files by keywords.
Files: Search by date
Look up files from a particular set of dates.
Files: Search by file type
Filter search results by file type.
Files: Deleting files
Files: Deleting a file via the Files page
How to delete a file from the Files page.
Files: Deleting a file via the Transactions page
How to delete a file via a transaction.
Files: Deleting a file via the Calendar
How to delete a file via a budget event.
Files: Downloading files
Files: Downloading files overview
An overview of all the ways to download your files.
Files: Download all files
Download all files in bulk.
Files: Download selected files
Download a specific selection of files in bulk.
Files: Download a file from the Files page
Download a particular file from the Files page.
Files: Download a file from a transaction
Download a file whilst looking at at transaction.
Files: Download a file from a budget event
Download a file from a particular budget event.
Files: Download from the Timeline
How to download files attached to transactions from the Timeline.