Using the Document Repository in Zendesk Sell
How do I use the Document Repository in Zendesk Sell?
The Document Repository in Zendesk Sell is a shared storage space managed by users with admin rights. It allows team members to access commonly used documents. To attach a document from the repository, select the lead, contact, or deal, click the '+' button in the Documents panel, and choose 'Add from Repository'. Select the desired document and click 'Attach Document'.
For more details on managing the Document Repository, refer to the separate article on using the document repository.
More related questions
How do I attach documents to leads, contacts, and deals in Zendesk Sell?
You can easily attach documents to leads, contacts, and deals in Zendesk Sell. To do this, navigate to the specific lead, contact, or deal you want to attach a document to. In the Documents panel, click the '+' button and choose 'Add new' to upload…
What types of files can I upload to Zendesk Sell?
Zendesk Sell supports a variety of file types for uploading and storing. You can upload PDF, Word, Excel, Powerpoint, Pages, Keynote, PNG, and JPG files. This flexibility allows you to attach a wide range of documents to your leads, contacts, and…
How can I manage my uploaded documents in Zendesk Sell?
Managing your uploaded documents in Zendesk Sell is straightforward. You can download, change the title, or delete documents that you've added. To download or delete multiple files, use the documents overview page by clicking 'See all files'. You…
Can I email documents directly from Zendesk Sell?
Yes, you can email documents directly from Zendesk Sell. To do this, select the lead, contact, or deal you want to email. Click on the 'Send an email' tab, then click the Attach icon next to Merge Tags. You can choose a document from your uploaded…
What are the file size limitations for uploading documents in Zendesk Sell?
While there are no restrictions on the size of individual files you can upload to Zendesk Sell, each plan has a per-user document storage limit. For instance, users on the Team plan have a 2GB storage limit. It's important to be aware of these…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
