Overview
Documents is the selected client's shared materials library for files and links used in onboarding and campaign work. You can upload supported files in one batch, see the result for each file, and open or download uploaded files directly.
How to use this page
Select the client
Pick the client in the top-right switcher. The stat band and document table are scoped to that selected deal.
Upload one or more files
Select Choose Files or drop files into the upload area, then choose one or more TXT, PDF, or CSV files up to 25MB each. SalesHive uploads the batch and shows an Upload results row for every file, including any error.
Add a link
Use Add link to save a complete http(s) reference with a name and optional note.
Open or download an uploaded file
Select the uploaded file name or Open file to view it in a new tab. Select Download to save the original uploaded file.
Mark responder material
Use the Responder switch to make a file or link available to the AI email responder for this client. Campaign settings can narrow that material further.
What the buttons do
- Choose Files
- Opens the picker for one or more supported files in the selected client's materials library.
- Upload results
- Shows a success or error message for each file from the most recent batch.
- Add link
- Opens the form for a named external reference.
- Open file / Download
- Views an uploaded file in a new tab or saves its original download.
- Responder
- Marks material as AI email-responder reference material for the selected client.