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File Management

File Management gives multi-location accounts a shared place to upload, organize, and find files and folders. Assets you upload here are available for reuse in the Social Marketing Composer at both the single-location and multi-location level.

File Management is available for multi-location accounts on web and mobile.

Why use File Management?​

  • Reuse assets everywhere: Upload a file once and use it across your locations instead of re-uploading the same asset repeatedly
  • Keep brand assets consistent: Store approved logos, images, and videos in a shared folder that every location can pull from
  • Find files faster: Search and filter files by name and description instead of scrolling through folders

What's included with File Management?​

  • Brand Assets folder: A default folder for storing approved brand assets. It can't be deleted, and you can't create another folder with the same name.
  • Upload: Upload individual files or entire folders.
  • New Folder: Create folders to organize your files.
  • Search: Search files by filename and description.
  • Column filters: Filter the file and folder list by column.
  • List and Thumbnail views: Switch between a detailed list view and a visual thumbnail view.
  • Pagination: Browse large file and folder lists a page at a time.

How to use File Management​

Go to File Management​

  1. From your Multi-Location Business App, go to CRM.
  2. Select File Management.

You always start inside a folder. The Brand Assets folder is available by default and can't be removed.

Upload files or folders​

  1. Go to CRM → File Management.
  2. Click Upload.
  3. Choose the files or folders you want to upload.

Upload limits:

  • Images: Up to 10 image files per upload, each up to 10 MB.
  • Videos: Up to 5 video files per upload, each up to 1 GB.

Create a folder​

  1. Go to CRM → File Management.
  2. Click New Folder.
  3. Enter a name and confirm.
note

You can't name a folder "Brand Assets". That name is reserved for the default folder.

Upload to the Brand Assets folder​

  1. Go to CRM → File Management and open the Brand Assets folder.
  2. Click Upload and choose your files.

Assets in the Brand Assets folder are available in the Social Marketing Composer for both single-location and multi-location accounts.

Search, filter, and sort files​

  1. Go to CRM → File Management.
  2. Use the search box to find a file by filename or description.
  3. Use column filters and sort options to narrow the list further.
  4. Switch between List and Thumbnail view depending on how you want to browse.

Delete a file​

  1. Go to CRM → File Management.
  2. Select the file you want to remove.
  3. Choose Delete and confirm.
info

You can delete individual files. Deleting a folder isn't supported.

Frequently asked questions​

Who can use File Management?

File Management is available to multi-location accounts.

Can I preview a file before downloading it?

No. Download a file to view its contents.

Can I delete a folder?

No. You can delete individual files, but folder deletion isn't supported.

Can I rename the Brand Assets folder or create a duplicate?

No. Brand Assets is a default folder and can't be deleted. You also can't create a new folder named "Brand Assets" since that name already exists.

How many files can I upload at once?

Up to 10 images (10 MB each) or up to 5 videos (1 GB each) per upload action.

Where can assets from the Brand Assets folder be used?

They're available in the Social Marketing Composer for both single-location and multi-location accounts.

Is File Management available on mobile?

Yes. File Management is supported on both web and mobile.

Can I search for a file by its description instead of its name?

Yes. The search box matches both filename and description.