Documents

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

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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.