Share recordings, resources and staff documents

Keep agent-facing training separate from internal office files.

1. Open Recordings & resources for your training library, or Staff documents for internal office materials.

2. Add the resource using the upload or new-item controls. Include a clear title and any useful description or link.

3. Review the item’s visibility and publishing settings before sharing it.

4. Open the intended recipient view or saved resource to check that its link and file work.

5. Use search and the available categories or folders to keep materials easy to find.