How do I upload one or more files to my Image or Document Galleries?

How do I upload one or more files to my Image or Document Galleries?

For information on how to access and navigate your Image Gallery, see How do I access my company's images?
For information on how to access and navigate your Document Gallery, see How do I access my company's documents?
Note: The maximum size of an image or document upload should not exceed 25 MB.

Uploading Images

Click on the "Upload" button.


Click on the greyed area to browse for files upload, or drag-and-drop the files into the grayed area directly. 


(Optional) If you wish, give your files a description and search filter tags. 


(Optional) You may share your files to any relevant users, groups, or organizations. When you have made your selections, click "Finish". 


Your files will now appear in the gallery. 


You can now track downloaded images in the Asset Report. To check the report, navigate to Setup > Reports > Asset Report. On this page, click on the Images option, and you will see a Download column. This will provide details of the users and organizations that have downloaded the images.



Uploading Documents

The process of uploading documents and images to Action Places has been streamlined for efficiency. When uploading a single document, such as a user list, the system now automatically selects and uploads the file once you choose it on the document upload page. This enhancement eliminates the manual step of selecting the file post-upload for user list applications.

Similarly, when updating a user's profile image, simply upload a single image on the image upload page, and the system will automatically handle the rest, uploading the selected image directly. This update removes the need for any additional manual actions post-upload.

Below are example screenshots demonstrating the process for documents:


Example screenshots for images



Info

Overview

The system now supports document versioning within the Asset Library. This allows Admins and Editors to manage multiple versions of the same file — providing history, rollback, and update capabilities

Idea
Key Features:

  • Upload New Versions:
     Users can upload updated versions of a document directly within the document gallery.

             


  • Activate a Version:
     To display a specific version, click the “Make Active” button. The selected version will be shown as the active document.

               

  • Add Comments (Optional):
     When uploading a new version, a pop-up will appear prompting the user to add a comment. This step is optional and can be skipped.

             


  • Visibility Control Based on Permissions:

    • If a document is shared with partners and the access level is set to “View”, partners will not see the versions tab or have access to version history.

    • If access is set to “Edit”, partners will see the versions option and can upload and manage their own versions of the document.

              

Notes
Use Case Examples

  • Sales Reps quickly sharing gated content with prospects

  • Marketing Teams embedding Dataroom links into email campaigns

  • Training Managers providing fast access to collateral

Idea

Benefits

  • Eliminates the need for preview or extra steps

  • Speeds up asset distribution workflows

  • Maintains access control while enabling easy sharing