Admins can add documents of any type including PDFs, Excel, or Docs relevant to the incentive compensation or sales commission structure and other details.
Go to Settings > Select Repository > Add Repository
Editing or deleting a file
Click the three-dot menu in the Action column next to any file. You will see two options:
Edit File — update the file or its display settings
Delete — remove the file from the Repository. A confirmation prompt will appear asking "Are you sure you want to delete?" Click Yes, delete to confirm or Cancel to go back.
⚠️ Note: Deletion cannot be undone. Make sure you no longer need the file before removing it.
Need help? Reach out to your support team or [[email protected]](mailto:[email protected])