Matrix Locker is your tool to remotely store the documents and be able to access them anywhere. Matrix Locker is easy to access through your account, agency, contact, deal, activity, and project profile pages or you can access it directly from the Navigation Panel under Lists on the left-hand side of your screen.
To upload a into Matrix Locker, please follow the steps below:
1. On the Matrix Locker page, click on the plus sign(+). The File Upload and Affiliation dialog will display.
2. On the File Upload and Affiliation dialog, please click Choose File, then locate and select the file that you want to upload.
- Assign To: you can select the salesperson name to whom you wish to assign the file by typing the salesperson name and then selecting it from the pop-up list. This field is only available for managers.
- Choose Folder: you can select the folder where you would like the file to be stored.
- Affiliation: you can search for the Account, Agency, Contact, Deal or Activity that the file should be affiliated to.
3. Click Save.
To Edit Affiliations/Folders or Rename a File, please follow the steps below:
1. On the Matrix Locker page, click on the menu icon to the right of the file that you wish to edit and select either Edit Affiliations/Folders or Rename File.
2. The Edit Filename and Affiliation option will display. On this dialog, you can edit the file name, folder, and affiliations.
3. After you are done with editing, click Save.
To Delete a File, please follow the steps below:
1. Click on the menu icon to the right of the file that you wish to delete and then select Delete File.
2. A confirmation dialog will display. Please click Delete.
To Share a File, please follow the steps below:
1. On the Matrix Locker page, click on the menu icon to the right of the file that you wish to share and then select Share File.
2. The Share File with a Third Party dialog will display. You can copy the URL and send to anyone to whom you would like to share the file. The people whom you share the URL to can paste the URL into their browser, download and view the file.
If you would like to learn more about the Matrix Locker, please review the articles below: