Files & Annotations
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      File Management and Organization

      Organizing folders and files.

      Click and drag files to move files to folders

      Drag and Drop Catalog

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

      Context menu on files

      Step 1: Click the vertical ellipsis to modify files:

      Screenshot 2024-08-28 at 11.56.36 AM

      Screenshot 2024-08-28 at 11.59.40 AM


      Editing Folders

      Folder Rename

      Click the vertical ellipsis to Edit or Delete folders:

      Screenshot 2024-08-28 at 12.00.27 PM

      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.