How can we help?

How can we help?

How can we help?

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File Management and Organization

Organizing folders and files



Click and drag files to move files to folders


To Rename, Download, or Delete Files click the context menu in the lower right hand corner of your file


Step 1: Click the vertical ellipsis to modify files:



Step 2: Select function you need:



Editing Folders:


Click the vertical ellipsis to Edit or Delete folders:


If you are having trouble uploading a file from your mobile device, make sure your "Live" photo setting is disabled.


If you have any issues organizing Files, contact Customer Success through the chat in-app or by emailing help@congenius.com.

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