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File Management and Organization
Organizing folders and files
Click and drag files to move files to folders
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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:
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Step 2: Select function you need:
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Editing Folders:
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Click the vertical ellipsis to Edit or Delete folders:
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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.