Media Library – Mobile App

Centralized Media Management on the Go

Juggling images, videos, and documents for your business communications can be difficult when they are stored in different places on your phone. The Media Library in the CRM mobile app solves this by giving you a single, organized destination for all your files. From this central hub, you can upload, sort, and use your media wherever you need it within the app, saving you time and keeping your work streamlined.

Key Advantages

• Unified Storage: Keep all your business media—including photos, videos, and PDFs—in one secure location within the app.
• Better Organization: Create custom folders to categorize your files, preventing your business assets from getting mixed up with personal content.
• Integrated Workflows: Access your media library directly from other parts of the CRM, such as when creating a social media post or sending a message in Conversations.
• Quick Access: Find the files you need in an instant using the search and sort functions.
• Easy Uploading: Add new files directly from your phone's photo gallery, file storage, or by taking a new picture or video with your camera.

Using the Media Library

Accessing the Library

1. Open the CRM mobile application on your device.
2. Tap the navigation menu (☰) located in the top-left corner of the screen.
3. From the menu that appears, select Media Library.

Uploading Files

1. Inside the Media Library, tap the Upload button (+).
2. Choose where you want to get the file from:
   • Gallery: Select photos or videos from your device's camera roll.
   • Camera: Open your camera to capture and upload a new photo or video.
   • Files App: Browse your device's file storage to upload documents like PDFs.

Organizing Your Media

• To create a new folder, tap the New Folder option.
• You can then move files into folders to keep your library tidy.

Finding Files

• Use the Search Bar to look for a file by its name.
• Apply the available Sort Options to arrange files by criteria like name, file size, or upload date.

Managing Multiple Items

1. To select several files at once, tap and hold one file to enter selection mode.
2. Select the additional files you wish to manage.
3. With multiple files selected, you can perform actions like deleting them or moving them to a folder.

Checking Upload Status

You can monitor your file uploads by accessing the Upload Manager from an icon in the top-right corner of the Media Library. This screen shows you the progress of active uploads and a history of completed ones.

Frequently Asked Questions

Q: What file types are supported for upload?
A: You can upload common file types, including images, videos, and PDF documents.

Q: Can I use my uploaded media in other parts of the CRM app?
A: Yes, the Media Library is integrated with features like the Social Planner and Conversations, allowing you to easily insert your stored files.

Q: What is the best way to keep my media organized?
A> Creating folders for different projects or purposes, along with using the search and sort features, will help you maintain an organized library.

Q: Is it possible to upload a file directly from my phone's camera?
A: Yes, you can use the camera option during upload to take a new photo or video that goes straight into your Media Library.

Q: How can I see if my file has finished uploading?
A: The Upload Manager provides a clear view of all current and past uploads, so you can confirm when a file transfer is complete.