Documents

The Content Library is where all compliant and approved documents are stored. Documents may include operational documents, marketing documents, company event information, and more.

Shared Documents

Shared documents are documents created and "shared" to assist in operations, marketing, company culture, training, and more. All documents are fully compliant and may be downloaded for use.

Add a Document

Added Documents can be added to email messages as attachments. Acceptable formats are word processing documents, spreadsheets, and pdf documents.

Add a Document:

Step 1: Click Add Document. The window will refresh.
Step 2: Name the Document.
Step 3: Categorize your Document. (Optional)
Step 4: Browse your computer for the Document you wish to upload.
Step 5: Click "Save Changes".

Your document is now available in the Content Library and can be used as an attachment to an email message.