Using the Upload Library in Workbooks CRM

- Using the Upload Library

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upload_library_iconClicking on Start > Marketing > Upload Library displays your Upload Library. Images and files are separated into different groups to help you to find the one(s) you're looking for.

Clicking on a file displays more details about it, including the Public URL that identifies its location (in read-only format).  This URL can be copied and pasted into an email, which will provide the recipient with a link to the file.

 

Adding items to your Upload Library

Click Start > Marketing > Upload Library > New Library Asset > New Library Asset.

Click Browse and navigate to the file you want to upload.  When you've chosen the file, click Open.

Use the dropdown picklist next to Group to select the group to which you want to add the file.

If you enter a description, this will appear under the thumbnail of the file instead of the name. 

Workbooks will automatically generate a URL for the file.  You can change the latter part of this URL if you want but it must be unique and only contain alphanumeric characters.

When you've finished click Save & Close.

NOTE:  If you delete an asset from the Upload Library, the URL will become invalid, meaning that anyone clicking on it will get an error message saying (something along the lines of) the webpage cannot be found.  If you want to update an asset (replacing outdated information with a newer version, for example), you should upload a new file to the existing URL by editing the existing asset, as detailed below.

Click on the asset you want to update, then click Edit

Click Browse and navigate to the file you want to upload.  When you've chosen the file, click Open, then click Save & Close.

 

Applying your logo to the Desktop / Printed Output / Templates

Within the Upload Library are four images in the Company Logo section.  These are the images that are used on your Workbooks Desktop, on printed output, on your templates and on the mail shot subscription management page.  It's not possible to delete these assets but if you want to replace any of them with your own logo or other image, open the relevant asset by double-clicking on it, click Edit Choose File and browse to the image you want to upload.  Once you've chosen the image, remember to click Save & Close.

The image on your Desktop will be displayed at the same size as the image you've uploaded.  The image that appears on your printed output is limited to a maximum width of 180px regardless of the size of the uploaded image.