Uploading Files to the Upload Center

The Upload Center serves as a repository for images and other file types uploaded into the system. Company logos used in your instance of re:Members AMS are uploaded here, and the path indicated in the appropriate configuration setting.

Note: Images uploaded directly to a Customer or Product Record are also stored in the Upload Center. If you require a signature or initials from purchasers, those signature images will also be stored here.

To upload an image or file to the Upload Center:

  1. Navigate to the Uploads App.

  2. Open the Upload Center.

  3. To upload an image click Upload New Image or to upload a file click Upload New File.

    An image of the Upload Center, highlighting the Upload New File and New Image buttons.

  4. In the Upload New form, click Browse to open a system dialog box and select the image or file from a hard drive.

    Note: The maximum image upload size is 5 MB. Permitted image file types include: jpg, jpe, jpeg, png, gif, and bmp.

    Note: The maximum file upload size is 5 MB. Permitted file extensions include: jpg, txt, doc, docx, pdf, xls, xlsx, csv, dxf, dwg, ppt, pptx, css, js, eot, ttf, svg, woff, ico, epub, xlsb, mobi, twbx, ics, mp4.

  5. Enter an optional Title for the file.

  6. A Description of the file is automatically entered once an image is selected. This can be edited, if necessary. The description entered is the file name used on your hard drive.

  7. Click Upload.