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Files and Asset Management

The Files section in WizOrder is a central library where admins can upload and organize sales documents, price sheets, line sheets, product videos, and marketing assets, and control which reps can access them. This article explains how to access Files on mobile and web.

Platform: WizOrder     |     Who is this for: Sales Reps & Admins

Table of Contents

Sections Topics
A Files can Include
B How to Access the Files Section
C Organize Files Into Folders
D Manage User Access for Files & Folder
E FAQs

Before You Begin

  • Sales representatives must have access to WizOrder to view files
  • Only administrators can upload files and manage folder permissions
  • Administrators control which files and folders each sales representative can see and access

A. 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.

B. How to Access the Files Section

  • On the Mobile App: Tap More at the bottom navigation and select Files



  • On the Web Portal: Click Files from the left navigation sidebar

Tip: To upload a file, click Upload at the top of the Files page in WizOrder

C. Organize Files Into Folders

Folder-based organization keeps the Files section easy to navigate for your sales team.

  1. On the Files page, click New Folder.

  2. Give the folder a clear, descriptive name.

  3. Upload or move files into the folder. 

Note: Admins can control which files and folders are visible to sales representatives. Files not assigned to a representative's access level will not appear in their view.

D. Manage Files & Folder

Admins control which files and folders each sales reps can see. By default, a sales reps cannot see files unless access has been explicitly granted through user management. However, these access can be given from the files section on WizOrder (web portal). Follow the below steps to enable or disable access

Manage Individual Files

1. Navigate to the file to which you want manage the access

2. click on the three dot menu, and select user access

3. From users,  click on the access column to enable or disable the access for the sales rep, you can bulk update the access by clicking on the bulk column.

Manage Folders

Click on the folder and then click on three dot menu 

then from user access open click on the access column to enable or disable the access

Bulk manage files 

select all the files you want to enable the access for then from the 

FAQs

1. Can sales representatives upload files to the Files section?
 
A.  No. By default, sales representatives cannot upload files. Only admins can upload and manage files in the Files section. If a sales representative needs upload access, an administrator must grant it from the role permissions settings.

2. Can I share a file from the Files section directly with a customer?
 
A. Yes. You can share a file directly via email from the Files section, or download it first and share it later through your preferred channel.
 
3. What file types can be uploaded to the Files section?
A.  The Files section supports PNG, JPEG, MP4, and PDF formats, along with other common document and media file types.

Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.