The library can be used to store all kinds of documents and files that agents and the office uses on a regular basis.

There are different access levels in the library namely:

  • Personal

  • Office

  • Group

  • If an office administrator or a user with administrator access wants to upload documents that all the agents in the office can access, they need to select "office" and then add documents.

  • For personal use, the agent needs to select "personal" and add the documents. Only the agent will be able to see these files and documents.

  • If a franchise super user wishes to share documents with all the users in the same group they need to select "group" and upload the documents and files.

Find out how to upload documents and files

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