File Upload

Upload images, documents, and other files to a design library. Reuse them throughout your community, including in Engagement Elements.

From the CSRconnect Admin Portal, Community setup, select Community, File Upload. Your role must include the Can File Upload permission to use this feature.

Upload a New File

1. Select Add File.

2. Enter a File Name.

3. Enter a Description. Describe the file and its intended use.

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

   • Accepted file types: jpg, png, gif, pdf, jpeg

   • Maximum file size: 4 MB

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.