Note: Only Super Admins/Admins/Team Leads can do this (for documents they have permission to see).
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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.Β
To add a new document:Β
Start at a profile for a team member
Head to the documents section of their profile.
Select the 'Add document' option.
Select a folder to save the file in.
Add a description.
Click the 'Add document' button to save the changes.
And you're done.
Looking to include documents from Google Drive or other external sources? Read how here