7. File Manager
7. File Manager
The RealOffice360™ file manager allow you to seamlessly upload files, organize client folders, share files with clients and download your important business files whenever you need them. Follow the tutorial steps below to discover how to upload and manage your files in RealOffice360™ CRM.
Course outline: 7 steps below
Estimated time to complete: 15 minutes
7-1. File Manager Overview
Your RealOffice360™ File Manager is the one place where you can easily store, view, search, rename, categorize, download, and share your client real estate files. Every client you add to RealOffice360™ will automatically create a file folder, using their name, on the File Manager for simple organization and sorting.
7-2. Adding a File
You can upload any file up to 100MB in size on RealOffice360™ by pressing the “Upload File” button in any of the multiple locations.
Note: You cannot upload multiple files at a time.
7-3. Creating File Labels
For any file on RealOffice360™ you can add a label for your own organization. Labels are fully customizable, sortable and reusable. To create a label, simply click on the “Add Label” text on the file you wish to categorize, enter your label name (or select from a list of previously made labels) and push save.
7-4. Sharing Files
For those clients that have been set up with a HomeHub360™ account, you can share any file with them by clicking a button. Upon sharing a file, this file will appear for your client on their HomeHub360 account where they will be free to view and download the file.
7-5. Storage Limits
Storage on RealOffice360 is limited by which plan you are currently on and the current tiers are as follows:
Free for Life Plan – No storage
Plus Plan – Up to 20 GB (100 MB Max File Size)
Premium Plan – Up to 100 GB (100 MB Max File Size)
7-6. Deleting Files
On RealOffice360™ you can delete a single file or multiple files at any time. Note, you cannot delete entire folders.
7-7 Looking for More
Contact us at firstname.lastname@example.org for your more.