Documentation · People & sessions

Documents

Documents store files—contracts, forms, templates—alongside your directees. Keep agreements, standard language, and supporting materials organized and linked to the people who need them.

Upload a document

Each document holds a file (PDF, Word, or image up to 10 MB), a name, and optional notes. You can organize documents by type: agreements (contracts and legal documents), templates (standard language), or general documents (everything else).

  1. In the left navigation, open Resources → Documents.
  2. Click New Document.
  3. Choose a type: Agreement, Template, or General Document.
  4. Give it a clear name—this is how you’ll find it later.
  5. Add a description if helpful, for example, "Annual ministry covenant."
  6. Upload the file (PDF, Word, or image; maximum 10 MB).
  7. Save.

Attach documents to a directee

Attach files directly to a directee’s record to keep a copy of a signed agreement, completed form, or supporting document. This ties the document to that person’s record for easy reference.

  1. Open the directee under People, then Edit.
  2. Scroll to the Documents section.
  3. Click the add button.
  4. Name the document and add a description.
  5. Upload the file.
  6. Save.

You can also create an agreement in the Documents section and assign it to one or more directees at once. Choose the agreement, then select which directees it applies to.

View, organize, and download documents

The Documents section shows all files you’ve uploaded. You can filter, search, and download any document from the list.

  1. In the left navigation, open Resources → Documents.
  2. Use the filter dropdowns to show only agreements, templates, or general documents.
  3. Type in the search box to find a document by name or description.
  4. Click a document to view it, make changes, or download the file.
Begin free with 5 directees← All documentation