Uploading and/or attaching a file to a transaction
You can upload and/or attach a file to a transaction from the Transactions page.
When a file has been assigned to a transaction, this will be displayed in the file preview with the transaction icon:
To upload and assign a new file to a transaction
- Head to the Transactions page
- Open a transaction card
- Select the Upload icon
- Select your file(s) and Open
- The file(s) will be pre-selected
- Click Attach X file(s)
The file(s) will now be assigned to the transaction. This is indicated by the paperclip icon.
To assign an already uploaded file to a transaction
- Head to the Transactions page
- Open a transaction card
- Select the All files icon
- Select the file(s)
- Click Attach X file(s)
The file(s) will now be assigned to the transaction. This is indicated by the paperclip icon.
Drag and drop a file to upload to the File inbox and onto a transaction - from the Transaction page
When on the transactions page, you can upload a supported file your files but also assign it to a transaction at the same time by dropping the file onto the specific transaction:
For more information on Files in PocketSmith, please see: Files: Overview.