The file manager is where you keep images that can be accessed for proposal creation. You can organize the images using folders. You cannot add files to the File Library folder - this is reserved for files that GleanQuote adds for all clients as shared files.
Clicking the three dot menu on the right side of any row will display actions that can be performed for each file.
You can move files to different folders by checking the box on the left hand side of the file row:
You can change from list view to thumbnail view by clicking the dot icon in the upper right of the table in the header row:
In order to add an image to a proposal, it must exist in the file library.
Clicking the Browse button after you have added an image element to a proposal allows you to browse the file manager for the image. You can also upload the image directly from your computer.
You can add unlimited files to the file manager.