File Upload

You can upload images, documents, and other files and store them in a design library. Save them here for easy access to use throughout your community, such as for use in Engagement Elements.

From the CSRconnect Admin Portal, Community setup, select Community, File Upload. You must have the Can File Upload permission to use this feature. See Manage roles.

Upload a new file

1. Select Add File.

2. Enter a File Name.

3. Enter a Description. You may want to note what the file is and how it will be used.

4. Drag and drop the file from your computer or select Upload File to browse and select the file.

5. Select Save.

Delete a file

To delete a file, select the Options menu at the end of its row, then select Remove.

Edit a file

To update an existing file, select the Options menu at the end of its row, then select Edit. Enter your changes, then select Save.