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Files: Unattach a file from a budget event

Learn the steps to unattach a file from a budget event.

Unattach a file from a budget event

You can remove a file from a budget event from the Files page or the Calendar.

Unattach a file from a budget event from the Files page

  1. Head to the Files page (Manage > Files)
  1. Select the file you would like to remove from a budget
  1. Hover over the Unattach icon and click Unattach
  1. Click Confirm
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Unattach a file from a budget event from the Calendar - from the file preview

  1. Head to the Calendar
  1. Open the budget with the file you would like to remove
  1. Hover over the file preview and select the three dots and then Unattach
  1. Click Confirm
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Unattach a file from a budget event from the Calendar - from the Attached files

  1. Head to the Calendar
  1. Open the budget with the file you would like to remove
  1. Click either the file preview or the Attached files paperclip icon and select the file
  1. Hover over the Unattach icon and click Unattach
  1. Click Confirm
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Notion image
Notion image

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

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