Document Library

The Document Library is where you can upload and organise documents for later-use as attachments to Mailshots. To open the Document Library:

1. Click Media from the main menu
2. Click Documents from the sub menu
3. A list of documents will load

Searching for Documents 

To search for a document use the standard search control at the top of the page. You can search by file name, size or date of upload.

Once you have found the document you are looking for, click on the name in the list to open/download it.

Uploading Documents 

To upload a new document follow the instructions below:

1. Click the Upload Document button that is displayed towards the top of the screen
2. A dialog will appear prompting you to select a file
3. Click the Select Document button and select a document from your computer
4. The document will automatically upload

Please Note: There is a maximum document size and also type (doc, pdf etc) restriction displayed on the upload dialog. You cannot upload images larger than this restriction or of other types.

Deleting Documents 

To delete a document, click the 'delete' or 'trash' icon to the right of the list item as shown in the image below.

You will be asked to confirm the delete - click Delete to confirm.

Organising Documents in Folders

Documents can be organised into folders. To learn more about media folders, please visit the media folders page.