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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
Add Repository option under Settings to upload IC plan documents

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.
Three-dot Action menu with Edit File and Delete options on a document
Edit File dialog for updating a repository document's details
Delete confirmation prompt asking to confirm document removal
Need help? Reach out to your support team or cs@xoxoday.com