Let's explore the ways you can add documents to your conversations or direct reports:

How to add a document to a conversation

1. Whilst in a conversation, simply select the 'documents' tab as shown below
2. Here you will see all your documents that have previously been added, including the date they were added and which user uploaded it.
3. Press 'Upload' to add a new document.
4. Give your document a name and description so you can easily identify it going forwards
5. Press Save to upload
6. You can download a document using the green symbol on the right-hand side, or delete it using the red symbol. 
7. You can also filter to just show documents from your current conversation, or to show all documents including those added from outside a conversation. 

How to add a document to a direct report (not through a conversation)

1. From the left-hand menu select 'My Team' -> Click the three dots on the desired direct report -> View profile. 
2. You will now see a section displaying all documents attached to this user. This includes any documents that were uploaded during a conversation too.  
3. Press 'Upload' to add a new document.
4. Give your document a name and description so you can easily identify it going forwards
5. Press Save to upload
6. Easily edit the name or description of a document by simply clicking on the name of the document you wish to edit.

N.B. Documents have a file size limit of 100mb.