5. File Manager
5. File Manager
Are your files everywhere? Not for long, use the File Manager to seamlessly upload, organize, share and download all your important business files. Stop trying to create clunking folders within folders and just file documents under the client that it relates. Got some files you always share with new buyers? Create a folder and share that with any new client. The possibilities are endless.
Course outline: 4 steps below
Estimated time to complete: 15 minutes
5-1. File Manager Overview
The File Manager is your central location in RealOffice360™ to do all things files. From the File Manager you can:
- Add New Folders
- Upload Files
- View Files Shared with You
- Download Files
- Associate Files
- Share Files
- Delete Files (& Folders)
We will go through the main processes in the following sections.
Upon clicking on a file in the File Manager, you will get multiple options further discussed below:
5-2. Add Files and Folders
To use the File Manager, you need to have files! So how do you add a file? Good question, here is how:
ADD A FILE
1. Click on "Upload File" - Black button top right corner
2. Click on "Click to browse files to upload" (See panel below). Select the file you wish to upload.
3. Upon selecting that file you can:
a) Rename the file by clicking on the file name and typing over it.
b) Associate a client (if this client relates to a give client you can add that client here)
c) Associate to all clients (For example a file you want to relate to all clients)
4. Click Upload.
ADD A FOLDER
To add a folder, do the following:
1) Click on "Add Folder"
2) Give Folder a name
3) Click create.
5-3. Associate Files
Files on the File Manager are great, but why not try and organize our lives a little better? That's where File Association comes in. What is File Association? Think about it this way:
Every client you create in RealOffice360™ has a File Folder which is found on their Client Profile, File Tab. This folder is a place where you can store any files that relate to that client. Past deal documents, community reports, whatever. It the document is for this client or related to this client, you can put it here.
If you upload any file to a Client Profile, then that file will automatically be "associated" to that client. You can always change that in the future. Another way to associate files is directly from the File Manager. When you upload a file you can associate that file right in the upload panel. Make sense? We hope so!
5-4. Share Files
Ready to share files? No problem, let's dive in!
You can share a file or folder with your clients using RealOffice360™ with the click of a button. This is great if you have larger files that won't fit in emails or if you want to share a bunch of files in an organized manner. How?
To share a file you need to give your clients a place to access this file. This means for any client you wish to share a file with, you will first need to activate a HomeHub360™ account for them. Learn how to do that here.
Once your client has a HomeHub360™ account, you simply select the file you wish to share, click on "Share" and select the client with whom you wish to share the file. The best part? Your clients can share files with you directly from their HomeHub360™ accounts. Any files shared by your clients will appear in your "Shared With Me" folder of the File Manager.