How to Upload, Manage and Attach Files

Roof Chief allows you to store files that you frequently access or attach to outgoing emails, such as manufacturer brochures or company videos.

Accessing File Management

1. Go to Settings
2. Click Account
3. Select Files This brings you to the file management settings page.

Organizing Files with Folders

It's recommended to create subfolders to keep your files organized:

1. Right-click on your main folder
2. Create subfolders for different types of files Common subfolder examples:

• Logos and letterhead
• Manufacturer brochures
• Company videos

Uploading Files

To upload files to a specific folder:

1. Click on the folder where you want to add files
2. Click to access files on your computer, or drag files directly into the folder
3. Select and upload your files Roof Chief supports various file types including documents, images, and videos. You can host company introduction videos or other multimedia content for easy sharing.

Attaching Files to Emails

When sending messages to contacts:

1. Create your message using a template or custom text
2. Click the "Attachments" button
3. Choose your attachment source:
   • Files specific to the customer
   • Files from your main folder and subfolders
4. Select one or multiple files from your folders
5. Click "OK" to attach them to your email

File Access Options

The attachment system shows:

• Customer-specific attachments (files added for that particular customer)
• Main folder files (your general company files)
• Subfolder contents (organized by category) You can select single files or multiple files at once to attach to your emails.

Benefits

Once you upload files to Roof Chief, they're easily accessible for future use, making it simple to consistently share professional materials like manufacturer brochures, company information, or project documentation with customers.