Instance
Instance assets
Last updated 7 November 2026
What it is for
Assets is the file library for your instance: images, documents, video and other files used by your site and its records.
Open Assets in the main menu. It lists All Assets, Event Stream, Reports and Configuration.
What you can do
- Upload files and organize them in folders
- Tag, archive and delete assets
- See storage use in Reports
- Control which files can be uploaded in Configuration
How it fits together
Assets is the shared file library for your site: upload a file once and use it on any page. The Configuration screen sets which files can be uploaded, and Reports shows how much storage your files use. To find a file that was attached to a particular record, such as a contact or a database item, use CRM > Attachments. Event Stream sits in the Assets menu too: it is the timeline of what happened across the instance.