How to import and store company files in the ‘Files’ area
This article explains how to import and store files that you might need while working on your accounts, such as email attachments, digital receipts, invoices or bills, in the ‘Files’ area in FreeAgent. It also explains how to rename, download and remove a file.
Please note that you can upload files up to 5MB in size to the ‘Files’ area. You can upload files in a number of different formats. Whilst not a comprehensive list, some of the more popular file types supported are: .jpg, .jpeg, .pdf, .png, .bmp, .tiff, .zip, .xls, .xlsx, .csv, .ofx, .qif
Accessing the 'Files' area
To access the 'Files' area and any files you already have saved in FreeAgent, navigate to the drop-down menu at the top-right corner of the screen and select 'Files’.
To upload a file from your computer, navigate to the 'Files’ area, choose 'Select a file' and select the file you wish to upload from your computer.
Once you've chosen the relevant file, select 'Upload' to complete the process.
Renaming a file
You can rename a file in the 'Files' area by selecting the three dots to the right of the file and selecting 'Edit name' from the drop-down menu.
Once you've entered the new name, select 'Save changes' to complete the process.
Downloading an original copy of a file
You can download an original copy of a file in the 'Files' area to your computer by selecting the three dots to the right of the file and selecting 'Download original' from the drop-down menu.
The original copy of the file will then download to your computer. Alternatively, select the file name from the 'File name' column to automatically download the original copy of the file to your computer.
Deleting a file
You can delete a file from the 'Files' area by selecting the three dots to the right of the file and selecting 'Delete file' from the drop-down menu.
Please note that a locked file can’t be deleted from the ‘Files’ area. If you would like to delete a locked file, follow the steps below.
Select 'OK' in the pop-up window to complete the process.
If you have attached a file to an email template, the file will be locked in the ‘Files area’ and there will be a lock symbol to the far right-hand side of the file.
Please note that a locked file can’t be deleted from the ‘Files’ area or attached to an expense, bill or bank transaction.
If you want to delete a locked file or attach a locked file to an expense, bill or bank transaction, you will first need to remove it as an attachment from the email template.
To do this, select ‘Settings’ from the drop-down menu in the top-right corner and then select 'Email Templates’.
Select the relevant email template from the tabs below ‘Email Templates’.
Select the cross icon next to the file attachment to remove it from the email template.
Select ‘Save [X] Template’ to complete the process.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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