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