Files: your shared PDF library
Upload brochures, warranty certificates and other PDFs once, organise them in folders, and use them as Shared PDF pages in any proposal.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
The Files tab is a small library for PDFs you reuse. Files can live in folders and are available to every proposal as "Shared PDF" pages, so updating the brochure once updates every future proposal.
By the end you can
- Upload and organise PDFs
- Rename and delete files
- Use a file as a Shared PDF page
Screens used
Step by step
Open Files
/settings?activeTab=pdfsGo to Settings → PDFs.
You should see: Heading "Files" with "New Folder" and "Upload File"; columns Name, Type, Size, Actions.
Organise and upload
/settings?activeTab=pdfsClick "New Folder" (e.g. "Manufacturer brochures"), open it, click "Upload File" and pick a PDF.
You should see: PDF only. The file appears with Rename and Delete actions.
Use it
/settings?activeTab=pdfsIn any proposal, New Page → "Shared PDF" and pick the file.
You should see: The brochure becomes a page.
Related lessons
The report editor: pages, toolbar, preview and settings
Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.
Proposals & quotesBeginner10 min
PDF Upload pages and Shared PDF pages
Attach a one-off PDF to a single proposal, or reuse a brochure or certificate from your Files library as a Shared PDF page.
Proposals & quotesBeginner4 min
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