Downloading files from your PocketSmith

Downloading files

Easily download your files when needed. There are a few ways to download your files, which we go into below.

Download files from the Files page

Download all files

You can download all files uploaded to your PocketSmith account from the Files page.

1. Head to the Files page (Manage > Files)
2. Select Download all
3. A summary will pop up, click Confirm if you would like to proceed

Once your files are finished processing, you will receive an in-app notification and an email to the email address used for your PocketSmith account with a link to download your files. These will download as a .zip file.

The emailed link will only be valid for 24 hours. If you miss this window then you can easily re-download the files again.

Download selected files

You can download multiple specific files at once.

1. Head to the Files page (Manage > Files)
2. Tick the checkbox of files you would like to download
3. Select Download selected files
4. A summary will pop up, click Confirm if you would like to proceed

Download from a file preview

You can download an individual file from the file preview.

1. Head to the Files page (Manage > Files)
2. Open the file you would like to download
3. Hover over the download icon and select Download

Your file will download automatically.

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
2. Open the transaction with the file you want to download
3. Click the three dots on the file preview
4. Select Download

Your file will download automatically.

Download a file from a transaction - from the Attached files

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

Your file will download automatically.

Download a file from a budget event

You can download a file that is attached to a budget event from the Calendar.

1. Head to the Calendar
2. Open the budget with the file you would like to download
3. Click either the file preview or the Attached files paperclip icon and select the file
4. Hover over the download icon and then select Download

Your file will download automatically.

Download from the Timeline

Download a photo from the Timeline

1. Head to the Timeline (Reports > Timeline)
2. Click on the photo you would like to download
3. On the pop-up preview, click the download icon

Download a file from the Timeline

1. Head to the Timeline (Reports > Timeline)
2. Click on the file preview
3. A PDF will open in a new window in your browser for you to download; other file types will download automatically