SSalesCrew

files · 3 min · reviewed 2026-10-14

How do I upload, tag and find company files like profiles and decks?

Open Files and click Upload. Drop your files on the box. Pick a type, niches, industries and tags. Click Upload. Anyone on the team can then search and download them.

What you will need

  • Files switched on. An admin turns on Files library in Settings › Deployment.
  • A manager or admin role to upload. Everyone can view, download and archive.
  • Documents or images of 50 MB or less. PDF, Word, PowerPoint, Excel, CSV, text, PNG, JPG and WebP all work.

Steps

  1. 1

    Step 1

    Open Files in the sidebar.

  2. 2

    Step 2

    Click Upload. Drop files on the box, or tap it to pick them.

  3. 3

    Step 3

    Set the tags for the batch: a type, niches, industries and any free tags.

  4. 4

    Step 4

    Click Upload. Each file shows its own progress bar.

  5. 5

    Step 5

    To find a file, type part of its name or a tag in the search box. Or use the Niche, Industry, Type and Tag filters.

  6. 6

    Step 6

    Click a file name to download it.

  7. 7

    Step 7

    Open the … menu on a row to rename it, change its tags or archive it.

  8. 8

    Step 8

    Turn on Show archived to see archived files. Restore one from its menu.

Common errors

"This type of file is not accepted". Save it as a PDF or an Office file, then upload it again.
"This type of file is not accepted". Save it as a PDF or an Office file, then upload it again.
"The limit is 50 MB". Make the file smaller, or split it, then upload it again.
"The limit is 50 MB". Make the file smaller, or split it, then upload it again.
No Upload button. Only managers and admins can upload. Ask one to add the file.
No Upload button. Only managers and admins can upload. Ask one to add the file.

How you know it worked

- The file shows in the list with its type, tags, your name and the date. - A filter on one of its niches finds it. - Only admins see Delete permanently. Everyone else archives instead.

Where this goes in SalesCrew

The file shows in the Files list, and a filter on its niche finds it. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.

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