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4 years ago

Goodbye "Documents", hello "Files"

By popular demand, you now have one place to see all files and documents used to onboard and monitor a profile.

This includes files and documents used in checks, forms, conversations, and task notes. 

You can:

  • Jump to the location the file/document is used with a single click.
  • Easily copy a link to the file/document to share it with others.

The new area replaces Documents (where you could only see documents used for checks).

To check it out, go to any profile that has a document or file and click Profile data > Files.

Or learn more in our help article.