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 bar.
  2. Head to the documents section of their profile.
  3. Select the 'Add document' option.
  4. Select a folder to save the file in.
  5. Add a description.
  6. Use the 'Add document' button to save the changes.

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