Using the Reference Area

The Reference Area is a great place to store frequently used forms, disclosures, training materials, and other documents your team needs access to on a regular basis. Below, you'll learn how to best make use of Office Docs.

Upload Documents

Admin users have the ability to upload documents to Office Docs. All users in the account will have access to these docs regardless of their permissions. To begin, go to your Office Docs page and choose [Upload Docs] on the left menu.

Upload Documents

Add documents

Add documents by choosing [CLICK TO UPLOAD] or dragging them into the shaded area.

Add documents

Name and categorize your document

You can organize your documents under custom categories. After you've selected one or more documents, you can rename them (if needed) and select a category from the drop-down.

If your preferred category isn't listed, type the name and choose [CREATE NEW CATEGORY]. When you're finished, click [UPLOAD].

Name and categorize your document

Edit or delete a document

Add or update a document’s name and category by clicking the [GEAR ICON] and [EDIT DOC]. When updating the category, choose an existing category or type in a new one.

Rearrange office docs by dragging on the icons to the left of the document names and dropping them to a new position in their category. Finally, you can delete a document by clicking the [GEAR ICON] and [DELETE].

Edit or delete a document

Email Reference Docs to Any User

When emailing reference docs, the system will suggest all active users from your company. To use this feature:

1. Click [REFERENCE].

2. Click [EMAIL DOCS]. This will expand the email panel.

3. Begin entering the name of the active user in your company in the email address field. The system will suggest a list of users who match the letters you are typing. Select the desired recipient and the system will add the user to the field.  

4. Enter a subject and then fill out the body of the email.

Email Reference Docs to Any User


5.  Select the docs you would like to attach by checking the yellow boxes next to the desired doc names.

6.  Click [SEND EMAIL] to complete the process.