Company Documentation

This article will help you to understand how to upload and use your Company Documentation:

In this article:

Adding Documentation
Where is this Documentation available?

Adding Documentation 

Click on the  Admin button, from your Dashboard, and navigate to the Documentation tab.

Click on the type of documentation you would like to upload, and then on the Add Documentation button:

Once you have loaded the document, you can change the name of the file and select who it is viable for. It will then show as follows:

Public: in your rebranded iBrochure, if you are logged into Content Central and the Consultant Portal 
Consultant: in your rebranded iBrochure if you are logged in and in the Consultant Portal 
Consultant & Agent: in your rebranded iBrochure if you are logged in and in the Consultant or Agent Portal 

Then SAVE!

Note: If you removed a document, you need to save again for the removal to be noted. 

Where is this Documentation available?

Please note: this depends on the visibility setting selected for the uploaded company documents. 

1) Rebranded iBrochure: 

2) Content Central:
3) Consultant Portal:

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