Manage the company Media library
Open Company Settings → Media library for the intended company. Managing media requires company-management permission and the sales-document feature enabled for that company. Photographs can be reused in Price List quote details and Quote templates.
Upload a company photograph
- In Media library, select Choose photograph, or drop one photograph onto the upload area.
- Choose a PNG or JPEG file up to 30 MiB. Upload one photograph at a time.
- Adjust the photograph in the crop dialog and accept the crop. Cancelling the crop does not add that photograph.
- Wait while Saving photograph… is shown. The photograph is saved automatically to company media after cropping; there is no separate Price List or template save for this upload.
- Check the new photograph in the library and Selected media. If the upload fails, keep the dialog open and select Retry save. The unsaved photograph remains available for retry.
- To abandon a failed, unsaved upload, use Discard photograph and confirm the unsaved-photograph prompt. Keep editing returns to the photograph.
Closing a media picker does not undo a photograph already saved to the library.
Find and insert an existing photograph
- In an item's Quote details, select Choose from media. In a Quote template, use Choose photo for the intended page.
- In Company media, enter a filename or useful name in Search media, then select the intended photograph's thumbnail.
- Check Selected media and select Insert. Cancel closes the picker without inserting a selection.
- For Price List item details, select Save Changes in Company Settings to save the item's photograph reference. For a template, select Save changes to save its presentation changes.
Insert chooses media for the current item or template. Uploading the image to the library and saving its use on an item or template are separate steps.
Crop or download a photograph
- In Media library, search for and select the photograph.
- Select the Crop photograph icon in Selected media, adjust the crop and accept it.
- Wait for automatic saving. Cropping creates a new saved photograph; select and insert that version where required. Existing uses of the original photograph do not switch to the new crop automatically.
- To keep a local copy, select Download for the selected photograph. Downloads are available in a web browser; read any displayed error and retry if necessary.
Delete a company photograph
- In Company Settings → Media library, find and select the intended photograph.
- Select the Delete photograph icon in Selected media.
- Read Delete photograph?. Confirm with Delete photograph only when the image should be removed from company media and all Price List items that reference it.
- Wait for the library to update. If deletion cannot be confirmed, reload company media before trying again; a failed response does not establish whether deletion happened.
FAQ
Why is Insert unavailable?
Select a saved photograph and wait for any upload to finish. A failed unsaved upload needs Retry save first. See find and insert an existing photograph.
Does Cancel remove an uploaded photograph?
No. A photograph already saved to company media remains there. Use the separate delete procedure if it should be removed.
