TABLE OF CONTENTS

• Key Benefits
• Step-by-Step Guide
• FAQs

Key Benefits

• Centralized Media Management – Store images, videos, PDFs, and other file types in one unified location.
• Enhanced Organization – Create folders and manage media without switching between external apps or mixing personal and business files.
• Cross-Module Integration – Use your media directly in features like Social Planner and Conversations for smooth, streamlined workflows.
• Time-Saving Efficiency – Search and filter options make finding specific files quick and effortless.
• Seamless Upload Experience – Upload directly from your gallery, files app, or camera in just a few taps.

Step-by-Step Guide

• Access the Media Library

  • Open the GoTWIM CRM mobile app.
  • Tap the hamburger menu (☰) in the top-left corner.
  • Select Media Library from the menu.

• Upload Media

  • Tap the Upload button (+).
  • Choose your upload source:
    • Gallery – Select existing photos or videos.
    • Camera – Capture and upload instantly.
    • Files App – Upload from saved files (e.g., PDFs)

• Organize Your Media

  • Tap New Folder to create a folder.
  • Drag and drop (or move) files into folders to keep everything tidy.

• Search & Sort

  • Use the Search Bar to quickly locate specific media.
  • Apply Sort Options by name, size, or most recent.

• Manage Multiple Files

  • Tap and hold a file to enable multi-select mode.
  • Select multiple files.
  • Perform bulk actions such as Delete or Move to Folder.

• Track Upload Progress

  • Open the Upload Manager (accessible from the top-right icon).
  • Monitor current uploads or review completed ones.

FAQs

Q: What types of files can I upload?

You can upload images, videos, PDFs, and other common file types supported by the mobile app.

Q: Can I use my media in other features?

Yes. The Media Library integrates with key features like Social Planner and Conversations, so you can easily insert media where you need it.

Q: How do I keep my media organized?

You can create folders, rename files, and use search and sort functions to manage your media efficiently.

Q: Can I upload media directly from my camera?

Yes. You can capture new photos or videos with your device’s camera and upload them directly to the Media Library.

Q: How do I check if my uploads are complete?

Use the Upload Manager to view the progress of ongoing uploads or confirm completed ones.