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Files and Asset Management

The Files section is a centralized document management area within the Sales Rep App (WizOrder) where admins can upload, organize, and manage internal and sales-related assets,  all in one place.


Files can include:

  • PDFs:  line sheets, price sheets, and catalogs
  • Videos: product demos and installation walkthroughs
  • Images: marketing creatives and banners
  • Other supporting sales documents

The Files section supports folder-based organization, making it easy to keep assets structured and accessible. Admins control which files and folders sales reps can see and access.

How to Access the Files Section

  • On the Mobile App: Tap More at the bottom navigation and select Fileskey 8
  • On the Web Portal: Click Files from the left navigation sidebarkey 9

 

Tip: To upload any file, click on Upload , present at the top of the files page, on the wizorder app.