Accessing Company Files
To get started:
Click the hamburger menu (☰).
Scroll to the bottom
Select Company Files.
Only admins or users with the Manage Company Files permission can access and manage this section.
Why Use Company Files?
Company files allow you to upload reusable documents and images that can be used or referenced throughout your ProLine account. This reduces redundancy and keeps your information consistent. Common examples include:
Manufacturer brochures
Marked-up example photos
Promotional one-pagers
Company logos or templates
Company insurance/liability
Uploading Files
To upload:
Click the Upload button.
Drag and drop files or click Browse to select from your computer
Uploaded files can be:
Renamed
Organized into folders
Assigned expiration dates
Useful for time-limited promotions
Set same expiration for company insurance docs.
Organizing Files
You can:
Create custom-named folders
Drag and drop files into folders (desktop only)
Lock folders based on permission profiles
Also have an option for all files view:
Filter files by visibility (Public/Private) or expiration date
Files across all projects
Proline’s system mirrors the structure you’re already familiar with from Project Files and Contact Files.
Referencing Company Files
Quotes
While editing a quote (e.g., on the gallery page), click Choose Images. You’ll see it defaults to Project Files but you can tab over to view company files and pull from there.
Orders
In Delivery Settings, selecting an image brings up the same tabs—use your company files for default visuals.
Invoices
Under Billing, editing an invoice and accessing the image gallery gives you the option to pull from company files which are just to the right of the default project files tab.
Permissions Reminder
To access or manage company files, users must either:
Be an Admin
Have the Manage Company Files permission enabled in their role
If you need guidance on how to manage permissions, you can find the training video on that here!