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Media library
The Media Library is a centralized storage space for images, videos, and documents used across the platform — in emails, funnels, social posts, and more.Accessing the media library
From the main dashboard, tap apps section → Media Library.What you can do
- Browse — view all uploaded media organized by folder
- Upload — add new files from your device camera, photo library, or files app
- Search — quickly find a specific file by name
- Share links — copy a direct link to any file for use in messages or campaigns
- Organize — files are grouped by folders created in the desktop version; you can browse folders on mobile
Using media in social posts
When creating a social post in the Social Planner, tap the Media option to select images or videos directly from the Media Library stored in the platform.Documents and files on contacts
Each contact record can have documents and files attached directly. These can be opened, previewed, and managed from the mobile app.Accessing contact documents
Open a contact’s profile and navigate to the Documents & Files section. Tap any document to open and preview it without downloading.Supported file types
The mobile app supports previewing common file types including PDF, Word documents, images, and spreadsheets.Uploading files to a contact
From a contact’s Documents & Files section, tap the upload icon to add files from your device storage, camera, or cloud storage.Documents and contracts
For formal documents and contracts that require signatures, navigate to the Documents section from within a contact profile or from the app’s main navigation (if enabled).Collecting in-person signatures
- Open the document or contract
- Hand your device to the signer
- The signer draws their signature directly on the screen
- The signed document is automatically saved and timestamped
Conversation AI on mobile
The Conversation AI assistant can be enabled or paused for individual contacts directly from the mobile app.Managing Conversation AI for a contact
- Open a contact’s conversation
- Tap the AI icon or the bot status indicator in the conversation toolbar
- Toggle the AI on or off for that contact