Articles in this section

See more

Organizing the File Manager

Avatar
Betsy
  • Updated
Follow

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

This article will provide information on how to create and delete folders, move, rename, download, and favorite files, as well as how to work with Zip files to keep your File Manager organized.

Article Contents

Available With:
Trial ✓  
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
New CircleNew
Users:
Administrators ✓  
Company Managers ✓  
Marketing Managers ✓  
Sales Managers    
Salespersons    
Jr. Salespersons    

 

Creating and Deleting Folders

Creating Folders

Folders can be used in many ways. For example, you can group similar files by theme, intended use, or source. Folders will be located under the Uploads section of the File Manager panel.

To create folders in the File Manager, do the following:

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

    Creating_Folders_1.png

  2. Click Create > Folder.

    Creating_Folders_2.png

  3. Enter a name for the folder.
  4. Click Create.

    Creating_Folders_3-4.png


Deleting Folders

Folders can be deleted when they are no longer needed.

Important: Folders must be empty before they can be deleted.

To delete folders, do the following:

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

    Deleting_Folders_1.png

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

    Deleting_Folders_2.png

  3. Click Manage > Remove.

    Deleting_Folders_3.png

  4. Click OK.

    Deleting_Folders_4.png


Moving Files

Files and folders can be moved between and into other folders.

To move files or folders, do the following:

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

    Moving_Files_1.png

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

    Moving_Files_2.png

  3. Repeat as necessary.

    Moving_Files_3.png

  4. Click Manage.
  5. Select either Cut or Copy.

    Moving_Files_4-5.png

  6. Click the desired folder.
  7. Click Paste.

    Moving_Files_6-7.png

 

Renaming Files

You can rename files at any time.

To rename files, do the following:

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

    Renaming_Files_1.png

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

    Note: Only one file can be renamed at a time.

    Renaming_Files_2.png

  3. Click Manage > Rename.

    Renaming_Files_3.png

  4. Enter a new name for the file or folder.
  5. Click Rename.

    Renaming_Files_4-5.png


Downloading Files

You can download files that have been uploaded to the File Manager. This may be handy in certain cases, such as downloading an image you edited through the File Manager.

To download files, do the following:

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

    Downloading_Files_1.png

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

    Downloading_Files_2.png

  3. Repeat as necessary.

    Downloading_Files_3.png

  4. Click Manage > Download.

    Downloading_Files_4.png

When you select one file, that file will download in the file format it is saved as in the File Manager. When you select multiple files, those selected files will be downloaded together in a .ZIP file. Exported File Manager files will download automatically to where your computer saves files downloaded from the Internet.


Favoriting Files

You can set uploaded files as favorites. This gives additional importance and visibility to specified files.

To set files as favorites, do the following:

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

    Favoriting_Files_1.png

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

    Favoriting_Files_2.png

  3. Repeat as necessary.

    Favoriting_Files_3.png

  4. Click Manage > Add favorite.

    Favoriting_Files_4.png


Zipping Files

You can create a compressed .ZIP file that contains selected materials from your available folders and files.

To compress files and folders, do the following:

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

    Zipping_Files_1.png

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

    Zipping_Files_2.png

  3. Repeat as necessary.

    Zipping_Files_3.png

  4. Click Manage > Zip.

    Zipping_Files_4.png

  5. Enter a name for the .ZIP file.
  6. Click Create.

    Zipping_Files_5-6.png

These .ZIP files will appear in the parent folder that contains the folders or files that were zipped.


Unzipping Files

You can upload .ZIP files and unzip their contents into the File Manager.

To unzip .ZIP files in the File Manager, do the following:

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

    Unzipping_files_1.png

  2. Navigate to the desired folder and upload the desired .ZIP file.

    Unzipping_files_2.png

  3. Hover over the .ZIP file and click on the empty  checkbox-unchecked.png  checkbox.

    Unzipping_files_3.png

  4. Click Manage > Unzip.

    Unzipping_files_4.png

 

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?