Managing Documents in Zendesk Sell Repository
How can I manage documents in the Zendesk Sell repository?
Managing documents in the Zendesk Sell repository is straightforward. You can view, search, and sort documents by name or date. Additionally, you can download, upload new versions, change titles, and delete documents.
Keep in mind that any changes, like updates or deletions, affect the entire Sell account. You can only delete documents that you've added yourself. To manage multiple files, use the SHIFT key to select them with your mouse.
More related questions
How do I add documents to the Zendesk Sell document repository?
To add documents to the Zendesk Sell document repository, you need admin rights. Simply click your profile icon in the upper-right corner, select 'Manage Repository', and either drag and drop your document or choose 'Upload from your computer'….
What file types can I upload to the Zendesk Sell document repository?
Zendesk Sell supports a variety of file types for upload, including PDF, Word, Excel, Powerpoint, Pages, Keynote, PNG, and JPG. This flexibility allows you to store and manage a wide range of documents within the repository. There are no…
Who can see the documents I add to the Zendesk Sell repository?
In Zendesk Sell, only users below you in the user hierarchy can see the documents you add to the repository. Users at the same level or higher cannot access your documents. If you want all users to have access, the highest user in the hierarchy…
What are the storage limitations for documents in Zendesk Sell?
Zendesk Sell imposes storage limitations based on the number of users in your account. Each plan has a per user limit, such as 2GB for the Team plan. The total account limit is the sum of all users' limits. For example, if two users each have a 2GB…
Can I delete any document from the Zendesk Sell repository?
In Zendesk Sell, you can only delete documents from the repository that you have added yourself. This means that if another user uploaded a document, you would need them to delete it. This can be challenging if the original uploader is no longer…
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