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Files: Mark a file as important from a transaction

How to mark a file as important from a transaction.

Mark a file as important - from a transaction

  1. Head to the Transactions page
  1. Open the transaction with the file you want 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
Notion image

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

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