Adding Documents

To upload a document:

  • Go to Intelligence > Documents
  • Click into a folder or create a new folder
  • Click Add document
  • Upload the file or simply drag and drop it into the box 
  • You can set the document as 'Shared With Team' or 'Private'
  • Click Upload Files

Private documents may only be accessed by Member+ and above. However, Members are able to see all private documents about themselves, in their own folder.

If you wish to restrict documents from a Member, create a private folder.

To make the document private when uploading the document select the option to restrict the document's privacy to Private. This will apply the restrictions to the document

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