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Files: Mark a file as important from a budget event

How to mark a file as important from a budget event.

Mark a file as important - from a budget event

  1. Head to the Calendar
  1. Open the budget with the file you would like to mark as important
  1. Click either the file preview or the Attached files paperclip icon and select the file
  1. Select the Mark important option
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Notion image
Notion image
Notion image

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

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