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Documents
The Library Generator is where all compliant and approved documents are stored. Documents may include operational documents, marketing documents, company event information, and more.
Shared Documents
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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
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Added Documents can be added to email messages as attachments. Upload any document type such as pdf, Excel, Word, & Works. If the document will used as an email attachment, we suggest to use pdf for broad user ability.
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 Library Generator and can be used as an attachment to an email message.