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: 

  • 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.

Screen Recording 2022-01-27 at 04.10.14 pm

And you're done.

Looking to include documents from Google Drive or other external sources? Read how here

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