In Files, you will be able to access your own files, folder and images as well as access any files, folders and images that your company has uploaded for you to easily utilize.
Accessing this feature is EASY - just select the Files tab from your left hand side menu! (make sure Files BETA is on!)
The tabs along the top of the page allow up to quickly toggle between My Files, My Images, Company Images and Company Files
My Files - Where you can access and have full control over your own files and folders.
My Images - Where you can access and have full control over your own images.
Company Files - Where you can access any files and folders that have been made available by your brokerage. You will be able to download these files
Company Images - Where you can access any brokerage images that you have been granted permission to use.
To Upload a File to My Files
Select the Files Tab from the left hand side navigation menu. This will take you to the Files Dashboard
Select My Files from the tabs along the top of your Files Dashboard.
You can either upload documents directly into My Files OR you can create a folder(s) to help keep everything organized. You can do this by selecting either the Upload a File or Create Folder Button in the upper right hand corner of the page.
If you select the Upload a File button, the system will prompt you to either drag 'n' drop or select the files that you want to upload. Once uploaded you will see them in My Files.
If you select the Create Folder button, the system will prompt you to enter in a folder name. Once you have that entered, press Save. This folder will now appear in My Files. To add files to the newly created folder, simply select the folder from the list. You will then be inside of that folder where you can drag 'n' drop or select the files that you want to upload to the folder. You can also create folders inside of folders by pressing the Create Folder button in the upper right hand corner when inside of a folder.
To share, move, edit or delete a Folder, select the three dot button associated with the folder and select the option you want to do.
Each file will have it's own three dot action button where you can: preview, download, make a copy, send an email, share, move, rename, split (if a PDF), and delete the file.
To Upload Images to My Images
Select the Files Tab from the left hand side navigation menu. This will take you to the Files Dashboard
Select My Images from the tabs along the top of your Files Dashboard.
You can either upload images directly into My Images OR you can create a folder(s) to help keep everything organized. You can do this by selecting either the Upload a File or Create Folder Button in the upper right hand corner of the page.
If you select the Upload a File button, the system will prompt you to either drag 'n' drop or select the images that you want to upload. Once uploaded you will see them in My Images.
If you select the Create Folder button, the system will prompt you to enter in a folder name. Once you have that entered, press Save. This folder will now appear in My Images. To add images to the newly created folder, simply select the folder from the list. You will then be inside of that folder where you can drag 'n' drop or select the images that you want to upload to the folder. You can also create folders inside of folders by pressing the Create Folder button in the upper right hand corner when inside of a folder.
To share, move, edit or delete a Folder, select the three dot button associated with the folder and select the option you want to do.
Each image will have it's own three dot action button where you can: preview, download, make a copy, send an email, share, move, rename, and delete the image.
To Access any Company Images or Company Files
Select the Files Tab from the left hand side navigation menu. This will take you to the Files Dashboard
Select either Company Images or Company Files from the tabs along the top of your Files Dashboard..
In Company Images you can either select the folder that contains the image you want to download, or select the image straight from the Company Images screen if it is not in a folder. This will automatically download the image to your computer for you to use.
In Company Files, you can either select the folder that contains the file(s) that you want to use or select the file straight from the Company Files screen if it is not in a folder. Utilize the three dot action button next to the file you want to access to either Preview, Download, or Send it in an Email.
Sharing
You will also have the ability to share documents and images from My Files and My Images via a URL link that your recipients can click on to access the document/image. This is especially useful when a file is too large to email.
Select the three dot action button from the file or image and select Share
This will pop up a window with an URL that you can share.
When your recipient clicks on the URL, this will download the file/image for them.
Split PDF
You also have the ability to Split a PDF file. Where this is useful is when you have one large PDF file and you need to split up the pages to save as files.
Select the three dot action button of the PDF file you need to split and select Split PDF
A window will appear where you can put the name of the new file and what pages it needs to be of the PDF
You can keep hitting add row to create multiple files out of the PDF you are splitting.
When done hit Finish
You will now see all of the new files with the pages you indicated created in My Files.
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