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How to share files using the document management features of the application?

The document management features allow you to store and share various types of documents and files within your application.

You can manage your document repositories in the Administration > Templates and documents > Document management section* of your application.

The document can be created hierarchically, and each document can contain:

  • A title
  • A description
  • Attachments, links, or references to existing initiatives

For end users, it is possible to consult** them in the "Explore" section and/or display them on the homepage.

We recommend adding them to the homepage through "Administration > Application management > Homepage".

*Required permission: Administration > Access profiles > “modify profile” >Templates and documents > Document management > Visibility + Administration.

**Required permission: Administration > Access profiles > “modify profile” >Templates and documents > Document management > Visibility + Explore.