For agencies🏢 Agency Management
Share files from the Resources tab
A simple file cabinet for general agency files, with built-in OneTerp quick-start guides and one-click email sharing.
Resources is your agency's general file cabinet: upload anything your team might need (handbooks, parking maps, style guides) and share a file by email in one click. It's deliberately separate from the compliance library, no acknowledgments or requirements, just files.
Step by step
- 1Open the Operations page and select the Resources tab.
- 2The built-in OneTerp quick-start guides are already there for every agency, badged as OneTerp guides.
- 3Upload your own files with the upload control (managers with People access).
- 4Click Download on any file to grab it, or Share to email it: pick an interpreter from your roster or type any email address.
Tips
- Sharing emails a link from your agency's own connected sender; if you haven't connected one yet, you'll be prompted, and Download always works in the meantime.
- For documents that need tracking (required credentials, read-and-acknowledge policies), use the compliance and library features instead; Resources is for informal sharing.
- The built-in guides are maintained by OneTerp and can't be deleted.
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