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*Adding Photos from your CRM/Desktop/A Cloud Service

How to add photos from these sources

IMPORTANT CRM NOTE - From a CRM, you must:

1.  First download the photos from your CRM to your computer

2.  Then upload them from your computer to PMI

If you try to drag them straight from your CRM to PMI, you will lose picture resolution and it will look crappy. 


Troubleshooting - Downloading to a PC

Some of our customers have a hard time figuring out where the photos go when you download pictures from a CRM to your PC (Mac computers are easy). In this video we cover how to troubleshoot and where to find the photos once you download them.

 

Step-by-Step Directions

STEP ONE - Click on "Projects" Tab

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STEPH TWO - If needed, search for your project in the search bar

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STEP THREE - Select the red gear wheel to enter the project details

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STEP FOUR - Select the "Projects Images" Tab within the project detailsScreenshot 2024-02-25 at 6.17.29 AM

STEP FIVE - Choose "Add the Photos" blue button

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STEP SIX- You have the option to either drag and drop photos into the dotted rectangle or simply click inside the rectangle to locate photos on your computer. If you only want to upload photos that you intend to publish, remember to tick the checkbox at the bottom that reads, "Do you want to publish these photos".

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STEP SEVEN - Once photos are uploaded, you can drag photos from the top of the dotted rectangle into the rectangle.  You can also drag the photos that are in the dotted rectangle to put them in the order that tells the story the best.

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