Photos and Documents

This guide attaches files to a car and manages them on the Files tab.

Requirements: The Owner or Manager role to upload, remove or change files. Car Documents Access to see and open documents. The storage allowance of the dealership must have room.

Upload filesCopy Anchor Link

1. Open the car and select the Files tab.
2. In Photos and video or Documents, select Add.
3. Choose a category: General, Inspection, Loading or Ownership.
4. Select one or more files in the file picker.

Alternatively, drag files onto the card. An overlay named Drop into a group shows the four categories. Drop the files on a category. A drop anywhere else adds the files to General.

A progress tray lists each file while it uploads. A failed file stays in the tray with its reason until the tray is dismissed. A successful batch disappears after a few seconds. The files appear under the heading of their category.

Accepted filesCopy Anchor Link

The label at the top of the Add menu shows the size limit of the card.

A file that belongs on the other card is refused with a message that names the card. The dashboard shows a message for any other type and for a file above the size limit.

A JPG or PNG file added to Documents is stored as a document.

Open and download filesCopy Anchor Link

• Select a photo or video to open the viewer. The viewer pages through the whole gallery in category order.
• Select the name of a document to read it in the viewer.
• Select the download button of a document to open it in a new browser tab. Its label is Download followed by the file name.

Documents have no public address. Each open or download uses a link that expires after a short time.

A category shows eight photos first. Select Show all followed by the number to see the rest. Select Show less to fold the category.

Set the cover photoCopy Anchor Link

The cover photo is the first photo of the car. It appears in the list as the thumbnail and at the top of the car page. A badge named Cover marks it.

1. Point at a photo that is not the cover. On a touch screen the buttons are always visible.
2. Select the star button, which has the label Use followed by the file name and as the cover photo.

The summary panel shows the number of photos when the car has more than one.

Remove a fileCopy Anchor Link

1. Point at the file.
2. Select the remove button, which has the label Remove followed by the file name.

The dashboard removes the file at once and shows File removed. No confirmation appears. The storage space of the file returns to the dealership.

NotesCopy Anchor Link

• The From Tasks card appears when tasks of the car hold photos or clips. Those files belong to the task. Add or remove them on the task.
• The tab count includes photos, videos, task files and invoices. It includes documents only for a team member who may see them.
• The Documents card states that a document is visible to the team unless it is shared with the customer. Each document has its own share control. See Share files with a buyer.
• Watermark and storage options belong to the Settings guides.