For easy access to any files that you might need within FT CRM, you can simply upload them into the Media Library where they will remain stored for you.

There is a folder system available so you easily can keep your files organised and a search function so you easily can find any specific file you're looking for.

How to upload files

Any file types can be uploaded to the Media Library. To upload a file you simply drag and drop it onto the page. Make sure that the screen fades into gray and that the folder that you wish to upload the file into appears on the screen, before you drop the image, for the upload to be successful.

Image upload to the Media Library
Image upload to the Media Library

🧙‍♂️ Tip: Make sure that the file name reflects what it actually is before you upload it into the Media Library. Like this, you can easily search and find it when needed as the file name can not be changed once uploaded into the Media Library.

How to create folders

There is a default folder called Root where you may upload all your files into. However, it's recommended that you organise your Media Library with the help of folders. You can easily add a subfolder by either selecting a folder and clicking on Create new folder in the top right corner.

Alternatively, you hover over the folder you wish to add the subfolder to and click on the folder icon that appears.

Add subfolder
Add subfolder

How to delete files

If you wish to remove a file from the Media Library you simply hover over the file and click on the trash bin icon that appears.

Delete file
Delete file

Delete multiple files

You can easily delete multiple files from the Media Library by hovering over one of the files and ticking in the circle that appears to the far left in the file row. You select the multiple files that you wish to delete and end the action by clicking on Move to track on the top right.

Delete multiple files
Delete multiple files

🗑️ Trash bin

Files that have been deleted are automatically moved into the Trash bin in the Media Library, as a safety precaution. Any deleted files will remain there until deleted again.

Note: Any files deleted from the Trash bin will be removed permanently.

Media picker

The Media Picker can be found from inside an action. It's basically a limited version of the Media Library where you can upload and select images for your activity.

The Media picker
The Media picker