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Gallery

The Gallery is your organization's library of images and documents. You upload a file once and your team finds it when they need it: they insert images into proposals, invoices, services and documents, and download PDFs, spreadsheets and presentations with their original names.

  • Images ready to insert anywhere in AgentticCRM
  • Each file shared with the team or kept private
  • See how many documents use each file
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app.agentticcrm.com/app/gallery
Sample screen with fictitious data.

One library for the files your team reuses

In the Gallery the whole team works from the same files: the current logo, the approved photos and the reference documents. Nobody has to ask for them by email or keep a copy of their own.

Images are inserted from the editor in proposals, invoices, services, documents and projects. If an image is not in the Gallery yet, you upload it right there and it is saved for next time.

What you can upload

  • 5 MBper image, in JPEG, PNG, WebP or GIF
  • 25 MBper document, such as PDF, Word, Excel or PowerPoint
  • 12accepted document types, including CSV, plain text and ZIP
  • 4image formats, recognized by their content and not just their extension

Shared with the organization or private

When you upload a file you choose who sees it in the Gallery, and you can change it later.

Shared with the organization

  • Your whole team can find and use it
  • The right choice for logos, covers and approved material
  • Your client sees it when it appears in what you show them in the client portal

Private (only me)

  • Only you see it in the Gallery
  • Useful for drafts or material awaiting approval
  • Share it later with one click

A file's name and visibility can be changed by the person who uploaded it or by an admin.

Find, review and tidy up your files

  • Search and filters

    Search by name and filter by type or visibility. Your filters are saved for next time.

  • Preview and download

    Open images full size and download any file with its original name.

  • Clear names

    Rename a file so the whole team knows what it is without opening it.

  • Where each file is used

    Each file shows how many documents it appears in, so you know what depends on it before you remove it.

  • Clean up in bulk

    Select the visible files and remove them from the Gallery in a single step.

  • Storage at a glance

    The Gallery shows how much storage your organization is using against your plan's limit.

Removing a file from the Gallery never breaks anything: proposals and documents that already use it keep showing it.

Frequently asked questions

Can I store videos in the Gallery?

No. The Gallery is built for images and work documents of up to 25 MB. To send a video to a client, use File transfers, which accepts files of any kind through a link that expires.

Can my clients browse the Gallery?

No. The Gallery belongs to your team. Your client only sees the shared images that appear in what you show them, and a document's public link only shows the images in that document.

Where do I change my organization's logo?

In Settings. You pick the logo from the images in the Gallery, and it is the one that appears on the documents and emails you send to your clients.

Can I upload several files at once?

Yes. Click Upload files, select as many as you need and choose beforehand, under Upload as, whether they go up as shared or private.

The Gallery works together with

See AgentticCRM working with your team's day-to-day

Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

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