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Upload and manage key documents

Learn how to upload public and private documents to the Key Documents tab, manage access settings, and customise the Key Documents label in your navigation menu.

Make important resources easily accessible to your users by uploading documents to the Key Documents tab. You can choose whether documents are publicly visible or require a link to access.

  1. At the top of the System Settings page, locate the Key Documents section

  2. Choose whether to upload a Public or Private document:

    • Public documents: Immediately available to all users in the Key Documents tab

    • Private documents: Only accessible via direct links (useful for sensitive content or documents embedded in specific reviews)

  3. Upload your document

  4. If uploading a private document, copy the link to embed it where needed (for example, in a review charter or guide)

Edit the label of key documents

You can change what Key Documents is labeled in the navigation menu. To do so, find the Key Documents section in the General Settings menu, under System Settings.

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