Using the File Picker
Several parts of Serene Studio let you choose a file you already stored in Files instead of uploading it again. This article lists where that is available and what each picker does.
Where you can pick from Files
| Where | What you can pick |
|---|---|
| Chat | Any of your files, to share in a conversation. |
| Newsletter editor | An image, using Insert image. |
| Email template editor | An image, for an image block. |
| Business, then Documents | A PDF or Word document, as the base for a new eSign document. |
Attaching a file in chat
- In a chat conversation, select Attach file in the message box.
- The Attach a file window opens with your recent files. To find another file, type its name under Search your Files.
- Select the file.
The same stored file is shared in the conversation. No copy is made. The window also has Upload from this device if the file is not in Files yet.
Picking an image
In the newsletter editor, select Insert image. In the email template editor, select Files in the image block’s settings.
- The Pick from Files window shows the image files in your Files module.
- Select Use this image on the image you want.
Selecting an image adds it to your public images, and its public link is used in the newsletter or email. Only JPEG and PNG images can be used. If you have no images yet, the window says “No image files found.” Upload images in Files first.
Picking a document for eSign
Documents is available to workspace admins when eSign is turned on.
- Open Business, then Documents.
- Select New document.
- Choose a PDF or Word document (.docx) from the list. Word documents are converted to PDF before the editor opens.
The list shows files you can edit. If it is empty, upload a PDF or .docx in Files first, then return to this window.
File not appearing
If you cannot find a file in a picker:
- Check that you uploaded it to Files. If not, upload it first, then open the picker again.
- For image pickers, check that the file is a JPEG or PNG image.
- For eSign, check that the file is a PDF or .docx and that you can edit it. A file that is already locked for signing is not listed.
Next steps
- Uploading and Organizing Files — upload and organize files before picking them.
- Preparing a Document for Signing — start an eSign document from a stored file.