My Roof CRM

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.

Beginner 4 minOwner / manager, Office & admin staff· Last checked 2026-10-03

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The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

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Rough runtime

2:23

Scenes

5

Lesson

9.5 · Settings & integrations

File name

09-05 files-and-pdfs.mp4

Before you record

  • A manufacturer brochure PDF on disk.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Files: your shared PDF library/settings?activeTab=pdfsTitle card, then the first screen of the lesson.Upload a brochure once, use it in every proposal. The Files library.
10:2036sOpen Files/settings?activeTab=pdfsGo to Settings → PDFs.PDFs in Settings is your document library.
20:5636sOrganise and upload/settings?activeTab=pdfsClick "New Folder" (e.g. "Manufacturer brochures"), open it, click "Upload File" and pick a PDF.Make a folder, upload the PDF. Only PDFs are accepted here.
31:3236sUse it/settings?activeTab=pdfsIn any proposal, New Page → "Shared PDF" and pick the file.In a proposal it is one click to add as a Shared PDF page.
42:0815sRecap & next lesson/settings?activeTab=pdfsHold on the finished result, then the end card.Next: the emails the app sends and how to word them.

Narration, in order

  1. 0. Intro: Files: your shared PDF library

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Upload a brochure once, use it in every proposal. The Files library.

  2. 1. Open Files

    0:20 · 36s

    Go to Settings → PDFs.

    PDFs in Settings is your document library.

    Show before cutting: Heading "Files" with "New Folder" and "Upload File"; columns Name, Type, Size, Actions.

  3. 2. Organise and upload

    0:56 · 36s

    Click "New Folder" (e.g. "Manufacturer brochures"), open it, click "Upload File" and pick a PDF.

    Make a folder, upload the PDF. Only PDFs are accepted here.

    Show before cutting: PDF only. The file appears with Rename and Delete actions.

  4. 3. Use it

    1:32 · 36s

    In any proposal, New Page → "Shared PDF" and pick the file.

    In a proposal it is one click to add as a Shared PDF page.

    Show before cutting: The brochure becomes a page.

  5. 4. Recap & next lesson

    2:08 · 15s

    Hold on the finished result, then the end card.

    Next: the emails the app sends and how to word them.

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