How to edit a file

This article explains how to edit a file in the Files area in FreeAgent.

To remove a file from the Files area, find out how to delete a file.

Accessing the Files area

Navigate to the drop-down menu at the top-right of the screen and select 'Files’.

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This will bring up a list of your files.

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

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You can edit an existing file or download an original copy of a file.

Editing the name and privacy status of a file

You can edit a file’s name and its privacy status if you uploaded the file after 13th October 2020 and have a user access level of 7 or above. Please note that if you didn’t upload the file, or you uploaded the file before 13th October 2020 or have a user access level of 6 or below, you’ll only be able to edit the name of the file.

Select the three dots to the right of the file and select 'Edit name & privacy' from the drop-down menu.

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Enter the new name in the ‘File name’ field and select the relevant privacy option from the ‘Privacy’ drop-down menu. A file with ‘Private’ status can only be viewed by you. A file with ‘Shared’ status can be viewed by all users with an access level of 4 or above.

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Once you’ve made the relevant changes, 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.

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The original copy of the file will then download to your computer.

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