How to upload an asset?

Share documentation, contracts, or training videos with your partners through assets.

Under Manage > Assets, you can either edit a current asset or add a new asset.
To add new assets here is a step by step guide:
  • Click Add assets, you will have the option to:
    • Upload file(s) from the computer - Ability to add PDFs and documents that you'd like to share with partners. 
    • Add Web page URL - Ability to add links on Kiflo
    • New Folder - group files together 

Manage who has access

Please see this article: How to define access on assets?

Upload file(s) from the computer

You can drag & drop files or click the grey box to upload files. Once upload and defined who has access you can press the Upload button.

Bulk Upload

Bulk upload properties. Define permissions for all uploaded files. Asset names will default from filenames.

Add Web page URL

Adding a Web page URL will help share links easily on Kiflo. Once a URL and name have been added and defined who has access you can click the Add button.

New Folder

Adding a folder will help you organize your collateral and assets. Once you have chosen the name, description, and who has access you can click the Add button.

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