What's in it for you
When you want to give your sales reps some more information on a file, you can add a file description. This private information is not visible when your users share the file with prospects or customers.
See how it looks
- Give a short description of the document
- Only visible for your users
Do this step by step
- Select the file in the Content Library.
- Hover over the Information section and select the Edit button.
- Fill in the Description field and click Update.
- In the app, your users will see an Info button they can tap to see the description you provided. On our Web app, you only need to hover on the Information icon.