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.

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