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