Documents
Documents, then Overview, in the admin sidebar lists everything you publish as a document. Requests from visitors to see gated documents are on the next page: Access requests. The rules for who can get them are under Documents, then Access rules: see Access rules.
Add a document
Section titled “Add a document”Choose New document. The dialog asks for:
| Field | Notes |
|---|---|
| Title | Required. Shown to visitors. |
| Type | Report, Policy, Certificate, External link or Other. |
| Access | Private, Gated or Public. See below. |
| File | For every type except External link. PDF, DOCX or an image (.pdf, .doc, .docx, .png, .jpg, .jpeg), up to 20MB. |
| URL | For External link only. A full web address. |
A new document’s effective date is today and its description is empty. Change both when you edit it.
Who can see a document
Section titled “Who can see a document”| Access | On your trust center |
|---|---|
| Public | Listed, with a Download button (or Visit for a link). Anyone can open it |
| Gated | Listed with a Request access button. A visitor must submit a request and you must approve it |
| Private | Not shown to visitors at all. Use it for drafts and documents you’re not ready to publish |
An external link can be public or private but not gated, because gating works by granting access to an uploaded file. To gate a document, upload it as a file.
The Access column of the table can also show an NDA badge and a Password badge on a gated document. These are Enterprise features. See Access rules.
Edit a document
Section titled “Edit a document”Choose the actions menu (three dots) on a row, then Edit. You can change:
- Title.
- Description, up to 2000 characters. Visitors see it under the title.
- Type, for file documents. A file document can’t be switched into an external link, or the other way around.
- Access.
- Effective date. Visitors see it as the “Updated” month and year.
- Require the NDA and Password, on Enterprise, for a gated file. They appear when Access is Gated. Moving a document out of Gated removes both. See Access rules.
Replace a file
Section titled “Replace a file”From the actions menu choose Replace file and pick the new file. The same limits apply as when adding a document. Only documents that hold a file have this option.
Feature, reorder and delete
Section titled “Feature, reorder and delete”- Featured. The star column marks a document as featured. Featured documents come first on the Documents tab, and up to two of them appear on the Home tab.
- Order. Drag a row by its handle to reorder. The handle also works from the keyboard. Visitors see documents in this order, after featured ones.
- Delete. Choose Delete in the actions menu and confirm. Deleting is permanent, and it removes the file.
Changes to the table apply straight away. If the server refuses a change, the table goes back to how it was and you see an error.
What visitors see
Section titled “What visitors see”See What visitors see for the public Documents tab.