Built-in online File storage area

How to set up Folders, Sub Folders, URL links etc

About the Files section inside your CRM account
About the Files section:  The online File Repository is a place to store internal files for your business in one central place.   Please click here...
Thu, 2 Aug, 2018 at 11:18 PM
How do I upload files into the Files repository?
To upload a file into the Files repository you must have the file saved on your computer first.   Open up the File repository by clicking on the File ic...
Mon, 17 Apr, 2017 at 1:28 AM
What type of files can I upload into the File Repository?
You can upload all file formats to the File Repository - here are some examples: Word files PDF Excel spreadsheets Power Point documents Vid...
Mon, 17 Apr, 2017 at 1:29 AM
How can I view or preview files inside file repository?
You can now View files inside the Files section of your account without having to download them. The View function – which you see when you right mouse ...
Mon, 17 Apr, 2017 at 1:30 AM
What is the file capacity allowance for the File Repository?
The maximum file size per file is 4GB.  We offer 10GB of disk storage per account as standard included in the subscription.    If howev...
Tue, 19 Sep, 2017 at 5:20 AM
How do I get my files in file repository in numerical order?
We apply an alpha-numeric ordering to files. Therefore for 10 to follow 9 we would suggest altering the filenames to have a leading ‘0’ for those nu...
Tue, 16 May, 2017 at 12:11 AM
Where can I see a file directory path within the File Repository?
You can see where you are in the directory structure from within the Files section as shown below: This is handy if you have sub folders so that you...
Tue, 16 May, 2017 at 12:15 AM
Can I attach files from the file repository to an email?
Yes this is possible through our e-Marketing platform.  We have now added a function inside a contacts record where you can send out individual email direct...
Tue, 16 May, 2017 at 12:25 AM