Goodbye "Documents", hello "Files"
By popular demand, you now have one place to see all files and documents used to onboard and monitor a profile.
This includes files and documents used in checks, forms, conversations, and task notes.
- Jump to the location the file/document is used with a single click.
- Easily copy a link to the file/document to share it with others.
The new area replaces Documents (where you could only see documents used for checks).
To check it out, go to any profile that has a document or file and click Profile data > Files.
Or learn more in our help article.