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Creating a Folder

Before uploading documents, you can create folders to keep your documents organized.
1

Go to Documents

Click Documents in the sidebar to navigate to the document management screen.
2

Create a New Folder

Click the + Create button at the top right and select New Folder, then enter a folder name.
Create menu dropdown

You can add a new folder or document from the + Create menu

Organizing folders by client, project, or campaign helps you manage documents more efficiently.

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Uploading Files

Upload files within a folder. When a folder has no documents, a dashed-border upload area is displayed in the center.
Document Upload

Drag a file into the upload area or click to select one

1

Select Files

Drag and drop files onto the upload area, or click the area to select files.
2

Upload in Progress

The file upload begins and progress is displayed. Once the upload is complete, the document is added to the document list.
The following file formats are supported:
File size limits vary by subscription plan.

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After Upload

Once the upload is complete, you can proceed with the following actions on the document detail page:
Document list after upload

After upload, the new document appears in the document list

  • Create a Sharing Link: Generate a secure link to share the document externally.
  • Configure Viewing Settings: Allow or restrict downloads, set up CTA buttons, lead forms, and more.
  • View Analytics: See who viewed the document, when, and which pages they read.
For detailed instructions on creating a sharing link, see the Create a Sharing Link guide.

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Next Steps

Manage Documents

Learn about viewing analytics and managing your uploaded documents.

Create a Sharing Link

Learn how to securely share documents and configure viewing permissions.