Reporting files in Salesframe

Reporting lets users notify admins when a file or slide needs attention, for example outdated pricing, a wrong version, or missing information. Reports are routed to the right admins using categories you define.

1 - How users report a file or slide

Users can report content directly from the content library.

When hovering over a file or a slide, users will find a three-dot menu. From there, they can select Report file (flag icon).

This opens a modal where the user:

• selects a reporting category

• optionally adds a short description

• sends the report

The user does not need to know who the admins are. They only choose the category that best matches the issue.

2 - Reporting categories (admin)

Reporting categories are managed by admins.

Categories define:

• what options users see when reporting

• which admins get notified about each report

Typical categories could be sales materials, marketing materials & pricing, but you can name them however you like.

3 - Managing reporting categories

Admins can manage categories under:

Admin → Reported → Manage

From the top right corner, open Categories → Manage.

There you can:

• create new categories using the Create new category field

• rename existing categories

• assign admins to one or many categories

To assign categories to an admin, click the admin’s name and tick the checkboxes for the categories they should be responsible for.

When a file is reported, admins receive notifications only for the categories they have been assigned to.

4 - Notifications

When a report is submitted:

• assigned admins receive an in-app notification

• assigned admins also receive an email notification

This keeps notifications relevant and avoids unnecessary admin noise compared to earlier fixed reporting options.