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What is the Files & Media tab used for?

Files & Media is the perfect place to share:

  • Before, inspiration, during, & after photos.

  • Floor Plans

  • 3D Renderings

  • Embedded Project Map

  • Embedded Project Calendar

  • Questionnaire Response

  • Spec Sheets & Warranty information

  • And more!

Import Tours

Add the drawings, renderings, panoramas, and 720 tours you've created in your Visualizer tool to projects in your studio - quick and easy!

Learn More on How to Add Visualizer Renderings and Drawings to Your Project

File Folders

Create a folder to upload supported pdf, doc, docx, skp, xls, xlsx, dwg, numbers, zip, jpg, jpeg, png, fig, and webp files.

Click "New Folder"

Name the Folder then either click "Upload Files & Images," "Import Renders," or click "Create" if you'd prefer to upload files later. If you select "Upload Files & Images," select the files you wish to upload then click "Upload."

To add files to a folder, open the folder then click "Import Renders" or "+ Add files." Select the files you wish to upload then click "Upload."

Embeds

To embed a file, click "New Embed"

Enter the name of the Embed file then paste the Embed Code and click "Create"

How to edit Files & Media

File Folder

To edit a File Folder, open the folder you wish to edit. You can edit the folder name or edit the file names within the folder.

Click the three vertical dots on the part you wish to edit

Click "Edit Folder Name" or "Edit File Name." Once you've changed the name, click "Save."

Embed

To edit an Embed, open the embed folder you wish to edit. You can edit the embed name or embed code. Click the three vertical dots in the upper right-hand corner.

Click "Edit Embed Code Name" or "Edit Embed Code." Once you've changed the name or code, click "Save."

How to delete Files & Media

You can delete whole folders or items within a folder. To delete a folder or an embed file, click the three vertical dots on the Files & Media page.

Click "Delete"

To delete a file within a folder, open the folder then click the three vertical dots on the file you wish to remove and click "Delete"

Share Settings

You can share files and media with anyone on the project. Team members only or clients too!

Click the three vertical dots of the file you'd like to share.

Click in the dropdown to select the people you wish to share the folder with. You can toggle whether they can view only or if you want them to be able to upload files as well. Once you've selected everyone and toggled the folder you way you want, click "Done."

**Note** You can edit your Share Settings later.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!


Project Documents/Files

Project Documents/Files can be just about anything from files to embed code to a video URL. Files need to be saved as a jpg, jpeg, png, gif, pdf, doc, docx, skp, xls, xlsx, dwg, numbers, or zip file. You can have as many or as few groups as you like. You can upload multiple files to a group, too.

Because you can choose to make only certain documents/files groups visible to the client, this is the perfect place to keep all of your project files.

To add project documents/files

To upload your own Documents/Files group, just press the “Add group” button or click on Add group in the blue action bar at the top.

Name the group.

Then source the file on your computer and hit upload. You can upload single or multiple files per Documents/Files group. You can also continue adding documents to a deliverable after it’s been created.

By default Documents/Files groups will not be visible to the client. Check “visible to client” if you want the client to see the deliverable. This is great for versioning control. Documents/Files groups can be made visible or hidden as you please.

Pro Tip: Use the sort button to change the order of the Documents/Files groups you have uploaded. The order you determine in the sorting window will stay in place until you open the sort menu and change it again.

If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.

Happy designing!

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