You may upload any number of files within a centralized repository of Shared Documents to be publicly shared by all users within your account. Found within the Documents section of the Desktop Tab, your repository of Shared Documents may include files of any type, such as company letterheads, property maps, employee handbooks or general forms to be shared throughout your organization, unless marked private.

 

To Access your Repository of Shared Documents:

  1. Click on the Desktop Tab from any page of the application.

  2. Click on the Documents button located at the right end of the sub-navigation bar that appears below the application's various tabs.

  3. The page will refresh to display a table of Shared Documents that are publicly shared by users within your account.

 

To Upload a Document to your Repository of Shared Documents:

  1. Follow Steps (1-3) above and then click on the Upload Document button located at the bottom right corner of the Shared Documents table.

  2. Then proceed to upload and attach the document.

 

See Also

What is the Desktop?

Attaching/Uploading Documents

 

 

FAQs

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