Editing files
You can rename a file’s title, add a description or label, and mark it as starred or important to help keep things organised.
Below are some of the ways you can edit your files:
- Change the file title
- Add a description
- Star file
- Mark important
- Assign a label
- Download the file
- Delete the file
- Unassign from a transaction or budget if assigned
- File details
- Click to Save changes
- File preview
Editing files from a budget event
- Head to the Calendar page
- Open the budget with the file you would like to edit
- Select the Attached files paperclip icon or by clicking onto the file itself
- Open the file
- Make any changes you would like
- Click Save changes
- Click Close
For more information on Files in PocketSmith, please see: Files: Overview.