Documents

You can upload PDF documents at the organization level to provide organization-wide policies or procedures.

Upload a document

To upload a new document to your organization:

1. Navigate to the documents page in your organization
2. Click Upload
3. Enter a name for your document
4. Select the PDF file you want to upload
5. Click Save

note

Only PDF files smaller than 50MB are accepted.

Edit a document

To modify an existing document:

1. Find the document you want to edit in the documents list
2. Click Actions next to the document
3. Select Edit from the dropdown menu
4. Update the name or upload a different file
5. Click Save to apply your changes

Download a document

To retrieve a document for local use:

1. Locate the document in the documents list
2. Click Actions next to the document
3. Select Download from the dropdown menu

Delete a document

To remove a document that's no longer needed:

1. Find the document you want to remove in the documents list
2. Click Actions next to the document
3. Select Delete from the dropdown menu
4. Confirm the deletion when prompted