Note: Only Super Admins/Admins/Team Leads can do this (for documents they have permission to see).

With Charlie you can store all the essential information directly on a team members profile. We also allow you to select who can view and edit these files. 

To add a new document: 

  1. Go to the individuals profile from the People page, or by using the search function 
  2. Head to the documents section of their profile 
  3. Select the "add document" option 
  4. Select which folder you would like to save the file in 
  5. Add a description 
  6. Use the add document file to save the changes 

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