Help Centre

Content & Assets

Uploading Documents to Your Handbook.

Upload brand guidelines, marketing assets, legal documents, and other materials to your handbook. Learn how the automatic security scanning process works.

Your handbook stores brand guidelines, marketing assets, legal documents, and operational materials in one secure location. You can upload documents directly to organize all your resources by category.

Accessing the Handbook Upload Feature

Go to the Handbook page from your main dashboard. Look for the upload area at the top of the page. Click the upload button or drag and drop files into the designated area.

Organizing Documents by Category

When you upload a document, assign it to one of these categories:

- Brand Guidelines: Logo usage, color palettes, typography, voice and tone

- Marketing Messaging: Campaign copy, value propositions, key talking points

- Website Content: Page copy, product descriptions, FAQs

- Advertising: Ad templates, media assets, paid campaign materials

- Operational: Process documentation, checklists, internal procedures

- Legal: Terms and conditions, privacy policies, compliance documents

Select the appropriate category during upload so documents appear in the right section of your handbook.

Automatic Security Scanning

Every document you upload goes through automatic security scanning. This scan checks for malware, unsafe code, and other security threats. The scan runs automatically and completes within minutes. You do not need to take any action; the scan happens in the background.

Understanding Upload Status

Documents display a status indicator while they process:

- Pending: Your file is queued for scanning.

- Scanning: The security scan is in progress.

- Cleared: The scan completed with no threats found. Your document is now available to all users in your handbook.

- Quarantined: The scan detected a potential security issue and the file is restricted.

Monitor the status in your handbook. Most documents clear within a few minutes. Once cleared, team members can view and download the file.

What If a Document Is Quarantined

If a document is quarantined, the file is flagged as potentially unsafe and access is restricted. This sometimes happens if a document contains code, scripts, or unusual file structures. If you believe the document is safe and the quarantine is incorrect, contact your Account Manager. They can review the file and request a manual security review.

If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.

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