How to Make Documents Available to Your Colleagues via the "Communication" Menu?

The Communication tab — and therefore the Documents tab — is only available if your organisation has subscribed to it.

The Documents tab lets you share files directly on your beneficiaries' portal.

How do I add a document or a folder?

1. Go to the Communication menu > Documents tab, then click on New.
2. Choose whether you want to create a document or a folder (a folder contains several documents).

3. Drag and drop your files into the designated area, or upload them from a folder on your device.

   

4. Once created, the document or folder is immediately available in your beneficiaries' area.

How do I edit or delete documents/folders?

By clicking on … at the end of the row, you can manage each item:

• For a folder: open it to edit or add documents, or delete it.

  

• For a document: hide it from the portal or delete it.