The document repository is a shared storage space where you can keep documents that may be routinely used by many team members. It is managed by users with admin rights.
As with documents that Sell users upload and attach directly, documents in the repository can be attached to leads, contacts, and deals and also added to email messages.
For information about attaching documents to leads, contacts, deals, and email messages, see Attaching documents to leads, contacts, and deals.
This article covers how Admin users add and manage documents in the repository and includes the following topics:
Adding documents to the repository
Only users with admin rights have access to add and manage files in the repository.
To add documents to the repository
- Click your profile icon in the upper-right corner of the page header, then select Manage Repository.
- You can either drop a document file on to the document repository window or select Upload from your computer.
- If you chose the latter, locate the document on your computer, select it, and then click Open. The document is added to your list of repository documents.
Documents that have been added to the repository can be added to leads, contacts, and deals (see Attaching documents to leads, contacts, and deals).
Managing your repository documents
In the documents repository, you can view your documents, search for specific documents by name, and sort them by name and date.
You can also download the documents to your computer, upload a new version of the document, change document titles, and delete documents. When you select a file, you’ll see the manage options in the right panel of the repository.
Click the manage option you want to perform on the file. You’ll be prompted to complete the action.
You multi-select files by pressing the SHIFT key while selecting files with your mouse.
File limitations and types
There are no restrictions on the size of individual files that you upload to Sell; however each sell plan has a per user limit for document storage. For example, the document storage limit for each user on the Team plan 2GB. For the full list of document storage limitations per plan, see the Zendesk Sell plan comparison page.
Sell supports uploading and storing the following file types: PDF, Word, Excel, Powerpoint, Pages, Keynote, PNG, and JPG.