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Managing Files

Uploading Files​

To upload files to the File Manager:

  1. Click the Upload button at the top of the page
  2. Select files from your computer (or drag and drop them into the upload area)
  3. Files are uploaded and appear in the current folder

You can upload multiple files at once.

tip

Use descriptive file names so you can easily find files later. For example, "summer-sale-banner.jpg" is better than "IMG_20240101.jpg".

Creating Folders​

To organize your files into folders:

  1. Click the New Folder button
  2. Enter a folder name
  3. Click Create

You can create folders inside other folders for a hierarchical structure.

  • Click a folder name to open it and see its contents
  • Use the breadcrumb trail at the top to navigate back to parent folders
  • Click Home to return to the root folder

File Actions​

Click the action menu (three dots) on any file to see available actions:

ActionDescription
PreviewView the file (images, videos, PDFs)
DownloadDownload the file to your computer
RenameChange the file name
MoveMove the file to a different folder
DeletePermanently delete the file

Using Files in Messages​

When composing messages across EzPulze (in Chat, Compose Message, or templates), you can:

  1. Click the attachment or media button
  2. The File Manager opens as a picker
  3. Browse or search for the file you need
  4. Select the file to attach it to your message

This saves you from uploading the same file repeatedly — just upload once to the File Manager and reuse it everywhere.

Tips​

  • Organize by purpose — Create folders like "Templates", "Campaigns", "Product Images"
  • Use meaningful names — Makes it easier to find files when attaching to messages
  • Clean up regularly — Delete files you no longer need to keep the library manageable
  • Check file sizes — Make sure files meet the platform size limits before using them in messages