File Manager

File Manager is the administrative side of the document library — where folders and files are organized, uploaded, and made visible to the right audience. Dealers browse the resulting library from File Library.

Layout

Go to Administration → File Manager. The folder list appears on the left (plus a special Trash entry at the bottom); the selected folder's files appear on the right along with the toolbar for that folder.

Managing Folders

• Add Folder — give it a Name and choose who can view it under Viewable by only. Leave that field empty to make the folder visible to everyone; select one or more User Groups to restrict it.
• Update Folder — select a folder, click Update Folder, and change its name or visibility.
• Delete Folder — select a folder and click Delete Folder, then confirm. This also removes every document inside it.

Uploading Documents

1. Select the folder you want to upload into.
2. Click Add File and drag a file onto the drop area (or click to browse). Files up to 200MB are supported.
3. Enter a Name and Description.
4. Check Pin to Dashboard if you want this document to appear on every eligible user's dashboard.
5. Save.

Editing, Moving, and Removing Documents

• Click the edit icon on a document to change its Name, Description, or Pin to Dashboard setting (or attach a replacement file).
• Click the move icon to relocate a document to a different folder without re-uploading it.
• Click the delete icon to send a document to the Trash. This doesn't remove it permanently — it can still be restored.

Trash

Select the Trash folder in the sidebar to see everything that's been deleted. From here you can:

• Restore an individual document, which also restores its parent folder if that folder had been deleted.
• Empty Trash, which permanently deletes every document currently in the Trash and removes its uploaded file.

Folder Visibility vs. Dashboard Pinning

These are two independent settings:

• Viewable by only (set on the folder) controls who can see the folder and its contents at all.
• Pin to Dashboard (set on a document) controls whether that specific document also surfaces on the dashboard for anyone who can already see it.

A dealer can also pin any document they can see to their own dashboard for personal convenience — that's a separate, per-person preference set from the File Library page, not something managed here.