WHAT IS THE FILE LIBRARY?
Get ready to stop digging through scattered desktop folders and shared drives. The File Library is arriving soon to be your ultimate, centralised hub for storing all your essential assets. From stunning email graphics and CRM logos to critical documents and Smart Excel Reports, you can now build it once and deploy it everywhere.
WHY YOU ARE GOING TO LOVE IT!
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Total Brand Consistency: Ensure your entire team is always using the latest, approved high-res logos and letter headers.
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Lightning-Fast Outreach: Speed up your workflow with one-click attachments. Keep your brochures and PDFs locked, loaded, and ready to send.
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Generate shareable links: Create quick, access controlled links to share from the File Library.
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Built-in Compliance: "Set and forget." Attachments added to email templates are fixed for recruiter sends, guaranteeing your team stays compliant and perfectly on-brand every time.
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Advanced Data Power: Host your custom, macro-enabled Excel templates (.xlsm) directly in the library to turn raw data into sophisticated reports at the touch of a button.
PRO-TIPS TO PREPARE FOR LAUNCH
- Look Sharp: The File Library doesn't resize images, so prep your graphics now! Pre-size your images before uploading to ensure pixel-perfect, lightning-fast loading across every device.
- Check Your Permissions: To upload macro-enabled workbooks, you’ll need to ensure your system allows dangerous macros via the allow_dangerous_macros_in_file_library configuration.
- Optimize Bulk Sends: If you generate massive bulk letters, keep your graphic file sizes lean to prevent system timeouts.
NEXT STEPS
The File Library is rolling out as part of our product offering soon (usage is subject to a fair use policy).
Because certain features - like Excel Templates and Email Attachments - may require system enablement, please reach out to your Customer Success or Commercial Manager today for pricing details, feature activation, and any additional information!
