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File Manager Overview

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Betsy
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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.

Article Contents

Available With:
Trial ✓  
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
NewNew
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:

 

File Types Supported by Lead Gen & CRM

  

      •   .CSV

      •   .GIF

      •   .PDF

      •   .XLS

      •   .DOC

      •   .ICS

      •   .PNG

      •   .XLSX

      •   .DOCX

      •   .JPG

      •   .TXT

      •   .ZIP


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-circle.png  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.

    1.png

  2. Click either  12close.png  Exit at the top of the modal window or Close at the bottom of the modal window to close the File Manager.

    2.png

 

Navigating the File Manager

Manager Toolbar

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

 
  Option   Description  
 

Create

Creates a new folder.  
 

Upload

Uploads valid files into Lead Gen & CRM.

  
 

Manage

Houses different ways to edit, maintain, or remove files.

  
 

Paste

Pastes copied or cut files.

  
 

Refresh File List

Refreshes the File Manager window to display uploaded files.

  
 

List Display

Displays folders and files in either a list or thumbnail view.

  
 

Sort

Sorts files and folders by name, file size, type, and last modified date.  
 

Search

Searches for uploaded files.  
         


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:

 
  Option   Description  
 

Uploads

Displays all uploaded files, as well as all available folders.

  
 

Favorites

Displays favorite files.

  
 

History

Displays the files that you interacted with in order of recency.  
 

Uploaded

Displays recently uploaded files.  
         

 

Viewing Files

Files uploaded to the File Manager can be viewed at-a-glance with the  th.png  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-circle.png  New > File Manager Item in the top toolbar.

    Viewing_Files_1.png

  2. Navigate to the desired file, hover over it, and click on the empty  checkbox-unchecked.png  checkbox.

    Viewing_Files_2.png

  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.

    Viewing_Files_3.png

  4. Click Manage > View.

    Viewing_Files_4.png

  5. Click  12close.png  Exit to close the modal window.

    Viewing_Files_5.png

 

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-circle.png  New > File Manager Item in the top toolbar.

    Shutterstock_images_1.png

  2. Click Uploads in the left panel.
  3. Click the Shutterstock folder.

    Shutterstock_images_2-3.png


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.

    Create or edit an email

  3. Double-click in the content block and click  image.png  Insert/Edit Image in the Content Editor toolbar.

    3.png

  4. Click  folder-search.png  File Search.

    4.png

  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.

      5.png
  6. Optionally, modify any or all of the following: 
    • Image description
    • Width
    • Style
    • Vertical space
    • Horizontal space
    • Border width
    • Border style
  7. Click OK.

    6-7.png

 

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