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How do I assign a file to an account?

Open the file and tick the accounts in its Info tab.

1 min read · Updated Sep 14, 2026
  1. Open a file in Assets.
  2. In the Info tab, find Accounts and tick the accounts it belongs to.

The file is then linked to those accounts. If you don't have accounts yet, the panel links to Setup → Accounts so you can add one.

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