How do I use my Company Files folder?

Learn how admins can share images and documents with agents through the Company Files folder.

Written By Danny Schaffer

Using the Company Files Folder

  • As an admin, anything you upload to Company Files is available for agents to use in their own marketing pieces, in the same location in their account.

  • Agents cannot upload to this folder — files can only be shared top-down, from admin to agent.

To put files in the Company Files folder, in the Company Admin account:

  1. Open a template or email

  2. Add an image content block

  3. Click “Browse”

  4. In the file manager, click “Company Files”

  5. Click “Upload” at the top left to add files.

    • Note: You can also add Folders inside the Company Files folder to further provide sorting of content, making it easier for you and others to find later, and avoid overpopulating the folder.

You can repeat the same process, but through the Action field’s “Link File” option to provide documents (PDFs, etc) that agents can link to.