Ask AI Assistant
Learn Centre
Learn to use PocketSmith

Files: Download a file from a transaction

Download a file whilst looking at at transaction.

Download a file from a transaction

You can download a file that is attached to a transaction from the Transactions page.

Download a file from a transaction - from the file preview

  1. Head to the Transactions page
  1. Open the transaction with the file you want to download
  1. Click the three dots on the file preview
  1. Select Download

Your file will download automatically.

Notion image

Download a file from a transaction - from the Attached files

  1. Head to the Transactions page
  1. Open the transaction with the file you want to download
  1. Click either the file preview or the Attached files paperclip icon and select the file
  1. Hover over the download icon and click Download

Your file will download automatically.

Notion image

For more information on Files in PocketSmith, please see: Files: Overview.

Did this answer your question?
😞
😐
🤩