Files Beta is now live! 🚀

🖥️ Understanding the File Tabs

The storage area is divided into four distinct tabs to separate personal assets from brokerage-wide resources:

• My Files: Your private document storage. 

• My Images: Your private image gallery. 

• Company Files: Public documents shared with the entire brokerage. 

• Company Images: Marketing assets and photos for agent use. 

🏢 Managing Company Files (Admin Only)

As an Admin, you can provide agents with essential forms, training manuals, and contracts.

1. Create a Category: Select Company Files and click the + Category button ➕ in the upper right.

2. Set Permissions:  Name the category and choose who can see it:

   • Access Level (e.g., Admins, Staff, Agents).

   • Access Group (e.g., Top Producers).

   • Office Location (Specific branches).

3. Save & Upload: Press Save to create the folder. Click the new folder, then select Upload 📤 in the upper right to add your documents.

🖼️ Managing Company Images (Admin Only)

Help your agents maintain a professional brand by providing approved logos and high-quality marketing photography.

1. Organize with Folders: Select Company Images and click + Folder 📂 in the upper right.

   Tip: Use clear names like "Logos," "Stock Photos," or "Local Landmarks" to help agents find items quickly.

2. Upload Assets: Select your new folder and click the Upload icon ⬆️ in the upper right to add images.

3. Refine Your Library: Within each folder, you can create subfolders, copy images, or move files to keep your library tidy.