Overview
The Collateral Library is a place to store images and documents in serviceminder that you might use frequently. Think of it like Google Drive, but within the serviceminder system.
Lightbox is a place to review all photos that have been uploaded to the serviceminder system by users within your organization or brand.
Collateral Library
The Collateral Library is accessed differently depending on who is logged in.
- At the Brand level, it is accessed via Dashboard>Tools and anything uploaded will be available for all franchisees to use, but not edit.
- At the Organization level, it is accessed via the Control Panel. Anything uploaded here is only visible for that organization to use and edit.
Adding Items to the Collateral Library
To upload a new document or image, you click on the plus sign at the end of the library and select the file you would like to upload.
Using Items from the Collateral Library
When editing an email template, choose the image icon then select the folder icon to browse images in your Collateral Library.
On Proposals and Invoices, you can add items from the Collateral Library as attachments. This can be found at the bottom of the page.
Lightbox
The Lightbox is a centralized gallery of all photos uploaded into ServiceMinder (SM), including those attached to contacts and other records.
- Each organization's Lightbox contains all photos ever taken or uploaded within that specific organization.
- The brand level Lightbox is accessible from the Dashboard and allows Brand Admins to view and filter all images for branding purposes.
Accessing the Lightbox
For Organizations
Organizations can view all uploaded photos at the org level.
- The quickest way to access the Lightbox is via the At a Glance page.
- Select At a Glance from the Snapshots menu (left side of the screen).
- Click View next to the picture count to open the gallery.
For Individual Contacts
To view photos associated with a specific contact:
- Open the Contact Details page.
- Scroll to the Additional Details section.
- Click on the Pictures tab.
- Select the Lightbox link below the photos to view the full gallery.
FAQs
Can I add attachments to emails I send out?
While you cannot directly attach a file to an email, you can use the Collateral Library to send files via link. When viewing the document in the Collateral Library, there is an option to copy a URL that leads to the document. This can be pasted in any communication to contacts.
