What are Workdesk Documents?

*This is an Admin-only feature. If you are not your firms Admin, you will need to request your firm's Admin undertake this*

Navigate to Admin Portal> Settings> Documents> Firm Uploads to upload documents that your whole firm can use. This might be something like a Client Agreement, which multiple staff members might need to send to their clients. Be sure to click "Share with Users" to ensure you and your colleagues have access to the document.