Best Practices: File Manager

ContactMonkey’s hybrid file manager feature allows users to toggle between two different file managers; “My Files” and “Team Files”. This toggle option can be activated via the settings page

In this article, we are going to cover best practices for optimizing these two file managers and demonstrate how you can save time. 

  1. When to use “My Files”? 
  2. When to use “Team Files”? 
  3. Using folders

 

When to use “My Files”? 

The “My Files” file manager is an exclusive, private library for every user. My Files is recommended for any users working independently on their email content or those that prefer having a private space to upload their collateral. This allows those users to have full control over the files they upload and have access to. 

 

When to use “Team Files”?

The “Team Files” file manager was designed to allow teams that work collaboratively to have a shareable library of content and documents. This allows all users on the same team to access any files that have been uploaded by another user on the team. It is highly recommended that teams use this file manager as it will save users a lot of time uploading the same content. Recommended files for all “Team Files” file managers include; company logo, company headers and footers, along with any other branded content.

Using Folders in your File Manager: 

It is recommended that users organize their content and files into folders within the file manager. You can create a folder by clicking the folder icon on the top right of your file manager (as seen below). Teams that use ContactMonkey for multiple communications should create a folder for each communication that they are creating. For example, having folders for your “Weekly Newsletter” and “Message from the CEO”. In order to upload files to a new folder, you will need to open the folder and then click upload so that they will be stored in your designated folder. 

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