The Library: files, folders and what clients send - Pacten Guides
Marketing → Library holds everything made and everything uploaded. Folders sit in a panel on the left. If you work for clients, the folders are grouped under each client’s name.
1
Upload
Press Upload at the top right and pick your files. You can pick several. Documents and audio are accepted as well as photos and video.
2
Make a folder
Press New folder in the folders panel and name it. A folder can hold subfolders. All assets shows everything and Unfiled shows files in no folder.
3
Find a file
Search by file name. Narrow with Kind: Everything, Photos, Video or Documents & audio. If you have more than one client, a Client filter appears. Switch between Cards and List.
4
Use it in a post
Open a photo or video and choose Use in a post. Only photos and video can go into a post.
WHAT CLIENTS SEND
Files wait until you accept them
Nothing a client uploads goes straight into your library.
When a client sends files through a public link, the Review button at the top shows how many are waiting. It reads N to review when there are some. Open it, select the files and press Accept to file them into the library or Reject to delete them for good.
The Share button makes a link to a folder. You choose Share with a client (they browse, download and add files), Collect from a client (they send files in and see nothing else) or Team only. See Sharing a folder with a client.
Frequently asked questions
- Where do the files my client uploads go?
- They wait for you. The Review button at the top of the Library shows the count. Open it and press Accept to file them into the library, or Reject to delete them.
- Does rejecting a file delete it?
- Yes. Rejected files are deleted for good. Accepted files are filed into the library.
- Can I upload documents and audio, or only photos and video?
- All of them. Only photos and video can be used in a post.
- How do I see only one client's files?
- Use the Client filter in the toolbar, or open that client's folders in the panel on the left.
- How do I give a client access to a folder?
- Press Share at the top of the Library, or share the folder from the client's page under Marketing then Clients.