[{"data":1,"prerenderedAt":456},["ShallowReactive",2],{"shell":3,"article:settings-documents-library":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"settingsCategory":38,"topic":46,"html":49,"toc":50,"shots":64,"related":72,"paths":96,"videos":97,"sidebar":98},"settings-documents-library","guide","\u002Fguides\u002Fsettings-documents-library","file-text","Documents","Documents is the shared library for files the team and assistant can reference or attach. You need access to the workspace library and permission to use the…","intermediate","published","browser-observed-read-only","2026-11-04","planned","Settings → Documents → Documents",{"slug":31,"title":47,"href":48},"Settings","\u002Ftopics\u002Fsettings","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Documents is the shared library for files the team and assistant can reference or attach. You need access to the workspace library and permission to use the material you upload. Browsing an existing entry is separate from uploading, renaming, removing, or attaching it to a message.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"settings-documents-library-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-documents-library-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Documents page in Settings, with an Upload Document button and an empty Document Library.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-documents-library-desktop.jpg\" alt=\"Documents page in Settings, with an Upload Document button and an empty Document Library.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Documents page, where you select Upload Document to add a file. The Document Library is empty here.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-documents-library-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"find-the-intended-version\">\u003Ch2 id=\"find-the-intended-version\">Find the intended version\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open \u003Cstrong>Settings → Documents → Documents\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Use the \u003Cstrong>Type\u003C\u002Fstrong> filter and name search to narrow the library.\u003C\u002Fli>\n\u003Cli>Read Name, Type, Current Version, Modified, and Size together.\u003C\u002Fli>\n\u003Cli>Expand a document's version history and inspect the version marked \u003Cstrong>Current\u003C\u002Fstrong>. Use its preview action to view the intended file.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>A display name is not necessarily the underlying filename. Check the content and version before assuming a file is the approved brochure or proposal.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"add-or-revise-a-document\">\u003Ch2 id=\"add-or-revise-a-document\">Add or revise a document\u003C\u002Fh2>\u003Cp>\u003Cstrong>Upload Document\u003C\u002Fstrong> opens a form with Type, Display Name, and a file selector. An empty display name is derived from the filename. Submitting the upload writes the file and its library record, then refreshes the list.\u003C\u002Fp>\u003Cp>\u003Cstrong>Upload new version\u003C\u002Fstrong> targets an existing document group and preserves that group's category and display name. The file-selection handler immediately starts that version upload after a file is chosen; there is no separate final review step in that handler. Select the correct group and file before using it.\u003C\u002Fp>\u003Cp>Inline rename has a \u003Cstrong>Save name\u003C\u002Fstrong> action. Removal can apply to all versions, so read the scope of the confirmation before proceeding.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"verify-and-recover\">\u003Ch2 id=\"verify-and-recover\">Verify and recover\u003C\u002Fh2>\u003Cp>After an authorized upload, reload the library and preview the resulting version. Check that it belongs to the intended group and that older versions remain where expected. A library upload does not prove a recipient received an attachment.\u003C\u002Fp>\u003Cp>Upload and rename failures appear as service or action errors. Check the refreshed library before retrying an uncertain upload to avoid unnecessary duplicates.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Flead-record\">Lead record\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings-integration-custom-actions\">Custom Actions\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[51,55,58,61],{"id":52,"text":53,"depth":54},"find-the-intended-version","Find the intended version",2,{"id":56,"text":57,"depth":54},"add-or-revise-a-document","Add or revise a document",{"id":59,"text":60,"depth":54},"verify-and-recover","Verify and recover",{"id":62,"text":63,"depth":54},"screenshots","Screenshots",{"settings-documents-library-desktop":65},{"id":66,"src":67,"alt":68,"caption":69,"width":70,"height":71},"settings-documents-library-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-documents-library-desktop.jpg","Documents page in Settings, with an Upload Document button and an empty Document Library.","The Documents page, where you select Upload Document to add a file. 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