Managing Files in the Library

SalesHood is a place to store all of your content including files storing in other content management systems! In this article, we will dive into manually upload and syncing.

What is the difference between syncing files or uploading?

Synced files – Real time version of the file lives within SalesHood just as it lives in GoogleDrive, Dropbox, etc and will sync updates to SalesHood automatically.

Uploaded files – The file is uploaded once and isn’t updated. This is useful for documents that do not change frequently if at all.

Syncing Files

We currently offer the ability to sync files and folders from Dropbox, GoogleDrive, and Box in real time. Below are articles which go over syncing with these providers more in detail:

One note to keep in mind is access, the user attempting to access the file must have access to the parent folder that the file lives in, in Box, Dropbox, or GoogleDrive. If the user does not have access, they will not be able to view the file in SalesHood.

File and folder names also cannot be edited within SalesHood. They will synced to SalesHood as they appear in Box, Dropbox, etc. However, certain exceptions apply. The “.” symbol used in file and folder titles is not supported in SalesHood and will cause a portion of the text to be cut off.

Have issues with your content syncing? Perform a force sync within the subfolder that is not syncing by clicking the Sync button!

Uploading Files

Files can be uploaded directly into SalesHood in just a few steps!

In order to upload a file, navigate to the library and then select New > File from the drop-down.

The file can then either be dragged and dropped into the window or selected through the browser. You will then be asked to assign a category to the file. Tags can also be added to the file in addition to a description to expedite in the search result process.

Once the file has been uploaded and category is selected, select Done and the files now lives in the category selected within the instance.

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