File Manager Overview

Lead Gen & CRM's inclusive file manager gives you a space to upload and store images and attachments.

This article will provide information about accepted file types, how to access and navigate the File Manager, preview files, and use the File Manager when building an email.

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Article Contents

• Permitted File Types
• Accessing the File Manager
• Navigating the File Manager
• Viewing Files
• Shutterstock Images
• Using the File Manager with the Email Editor

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

New

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Permitted File Types

Attachments can be a great supplement to an email, however, they should only be a supplement. Large attachments can intimidate potential leads, so we recommend sending one or two small attachments instead. You should never send an email with just an attachment and no content in the body since those emails will most likely enter the recipient's spam folder.

Lead Gen & CRM allows you to upload several different file types as attachments. Lead Gen & CRM supports the following file types:

The safest file types to send are .GIF, .JPG, .PDF, and .PNG. While Lead Gen & CRM supports their attachment, .ZIP files should never be included as attachments in an email.

There are times when an attachment may be unwarranted. If you would rather not attach files to an email, you can instead use Media Center links in the email's body.

Accessing the File Manager

The File Manager is available at all times in Lead Gen & CRM. The File Manager is part of the toolbar that is at the top of every page in Lead Gen & CRM.

1. Click    New > File Manager Item in the top toolbar to access the File Manager which will open in a modal window. The rest of the page will become non-interactive. 
2. Click either    Exit at the top of the modal window or Close at the bottom of the modal window to close the File Manager. 

Navigating the File Manager

Manager Toolbar

The File Manager's core functions are located in its toolbar. The toolbar contains the following:

Manager Panel

The File Manager has a panel that allows you to quickly find your files.

Important: Some options are only available to legacy accounts. 

The panel contains the following:

Viewing Files

Files uploaded to the File Manager can be viewed at-a-glance with the    Thumbnail view in the toolbar. The thumbnail displays for image files with large dimensions will be a downscaled version of the actual file. You can view uploaded files at any time.

To view uploaded files, do the following: 

1. Click    New > File Manager Item in the top toolbar. 
2. Navigate to the desired file, hover over it, and click on the empty    checkbox. 
3. Repeat as necessary. When you select one file, only that file will open in the modal window, however, multiple image files can be viewed together. When you select multiple images, they will open as a slideshow format in the modal window. 
4. Click Manage > View. 
5. Click    Exit to close the modal window. 

Shutterstock Images

If you have purchased Shutterstock images through your Lead Gen & CRM account, they will appear in the File Manager.

To access the Shutterstock image folder in the File Manager, do the following: 

1. Click    New > File Manager Item in the top toolbar. 
2. Click Uploads in the left panel.
3. Click the Shutterstock folder. 

Using the File Manager in the Email Editor

Lead Gen & CRM's Email Content Editor provides ways to add images to an email's body. You can upload images to the email through the File Manager, or you can add images you have previously uploaded to the File Manager.

To add images to emails via the File Manager, do the following:

1. Click Email in the left toolbar.
2. Create or edit an email. 
3. Double-click in the content block and click    Insert/Edit Image in the Content Editor toolbar. 
4. Click    File Search. 
5. Do one of the following in the File Manager:
   • Upload a file
   • Navigate to a previously uploaded file in a file folder and click Insert at the bottom of the panel. 
6. Optionally, modify any or all of the following: 

   Image description Width Style Vertical space

   Horizontal space Border width Border style

7. Click OK.