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