Edit a file on mobile

This article explains how to use the FreeAgent mobile app to edit the name and privacy status of an image file.

Please note that any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.

You can view or edit the name of a file or change its privacy settings.

Tap the ‘☰’ (mobile app navigation menu) button and select ‘Files & Smart Capture’.

Select the relevant tab.

The Smart Capture tab will contain files which have had the date and amount automatically extracted by FreeAgent’s Smart Capture functionality.

Select the file you'd like to edit, tap the three dots in the top-right and choose ‘Edit’.

Once you’ve made the relevant changes, tap ‘Save’ in the top-right to complete the process.