Guide/Documents & Exports/Organize the media library
Documents & Exports

Organize the media library

Organize reusable files and client uploads without losing their context.

Keep the files that support client work close to the documents and portals that use them.

Add and organize media

  1. Open Media from the dashboard.
  2. Upload files or add them to an existing folder.
  3. Use folders and client filters to keep the library easy to scan.
  4. Share selected media through the relevant project, document, or client portal.
  5. Review storage usage when you are preparing a large upload.

Clients can upload media through a portal when client uploads are enabled. Keep client-specific media scoped to the correct client so it does not become available as context for unrelated work.

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