Media library
The Media Library is a centralized hub for all your media files — images, videos, and documents used across the platform in emails, funnels, social posts, and more.Accessing the media library
From the navigation, tap the apps section, then select Media Library.
Uploading files
Tap the + or upload icon to add new files from:- Your device camera (capture a new photo or video)
- Photo library or gallery
- Files app (cloud storage, downloads)
Browsing and organizing files
What you can do in the media library:
Browse
View all uploaded media organized by folder
Search
Quickly find a specific file by name
Share links
Copy a direct link to any file for use in messages or campaigns
Use in posts
Select media directly from the library when composing Social Planner posts
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 without switching apps.Documents and files on contacts
Each contact record can have documents and files attached directly. Open, preview, and manage these from the mobile app without downloading to your device.Accessing contact documents
Open a contact’s profile and navigate to the Documents & Files section. Tap any document to open and preview it inline.
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 requiring signatures, navigate to the Documents section from within a contact profile or from the app’s main navigation.
Creating a document from a template
Document templates must be created on the desktop platform before they are available in the mobile app.
Collecting in-person signatures
- Open the document or contract from a contact record
- Present your device to the signer
- The signer draws their signature directly on the screen
- The signed document is automatically saved and timestamped to the contact record
Conversation AI on mobile
The Conversation AI assistant can be enabled, paused, or monitored for individual contacts directly from the mobile app — giving you control without disabling AI globally.
Managing Conversation AI for a contact
Open the contact's conversation
Navigate to the Conversations tab and open a conversation with a contact.
WhatsApp voice notes
In WhatsApp conversations, record and send voice notes directly from the mobile app.
