File Manager makes accessing company documentation a whole lot easier. Whether you need to attach documents to proposals, send files to customers, or reference important job-related information, File Manager keeps everything in one easy-to-access place.
In this article:
How to upload files
Access File Manager from the left hand navigation in your Roofr Dashboard
Click Create a folder to organize your documents into categories
For example:
Product Brochures
Customer Contracts
Marketing Assets
Click Upload files to add images or PDF's to the File Manager
Once Uploaded, files are visible to the entire team
Only managers or owners can add or delete files to the File Manager
How to use uploaded files in Roofr proposals
From a proposal, click the blue + button on the left menu
Select Add PDF
Click the File Manager tab
How to use uploaded files in Roofr emails
From an email, click the Attachments button
Select File Manager
What's Next?