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Last Updated: 04/24/2025
in Guides Topics Docs
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Download a document from your company's shared Reference Library.
Who Can Do This : Anyone .
To download a reference doc:
Access the Reference Library
Go to Reference by clicking [Reference] ...
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Search your company's shared resources for a specific form, disclosure, or other document or link.
Who Can Do This : Anyone .
To find a specific reference item:
Go to Reference
Click [Referenc...
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Visit your company's Reference Library to instantly access the resources you rely on every day.
Who Can Do This : Anyone .
To view your company's Reference Library:
Access the Reference Library
Go...
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Last Updated: 04/24/2025
in Guides Topics Docs
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View your Reference Library, search items by name, download what you need, or email docs and links to clients and teammates, all in just a few clicks. Learn how to Use Your Reference Library ...
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Change the order of docs and links in a Reference category to set your preferred order.
Who Can Do This : Admins.
To change the order of reference items:
Go to Reference
Click [Reference] fr...
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Update an item in your Reference Library to rename or move it to a different category, keeping your shared resources accurate and easy to find.
Who Can Do This : Admins.
To make changes to a Reference item:
Go ...
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Add a comment to a doc or link in your Reference Library to provide your team with valuable context, guidance, or next steps.
Who Can Do This : Admins.
To comment on a Reference item:
Go to Reference
...
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Admins Create the Library Admins add documents and links, group them into categories, and keep everything organized and up to date. Each item can be named, categorized, and commented on to provide helpful context. Admins can make changes to it...