Documents

What is it?

The documents page automatically pulls in policies and certifications already available within your TrustCloud – for easy sharing with prospects/customers! You can also upload any other type of documentation that you would like to share!

Watermarking Documents

You can quickly and easily apply a watermark to all of your documents by toggling the watermark setting to “No Watermark” or “Apply Watermark”. Once applied, all uploaded documents will contain a watermark for the user downloading the document, the date, and time stamp.

Editing Document Details

Only the document owner can edit a document’s details. If you are not the document owner, the ‘edit’ icon will not be enabled for your access. If you are the document owner, simply click on the pencil icon to edit. You will be given access to editing the document title, description, link, or file. Once desired changes have been made, simply click “Save Changes”.

Document Permissions

You will then want to make sure that you set the document permissions on each document. Document permissions determines a default setting for who will be able to access each document. Once you have set the appropriate document permission level, simply click “Save Permissions”.