On your personal page, you are able to upload different types of documents. You can for example upload images, videos, or pdf files. This allows you to build your own portfolio in Dialog! You can upload documents while writing notes or via the Documents tab on your personal page.
Uploading Documents While Writing Notes
When writing a note for a goal or a conversation note in the sidebar on the right, you have the option to add an attachment. The document you attach will automatically appear in your Documents tab as well.
Uploading Documents in the Documents Tab
1. Click on 'Me'
2. Click on 'Documents'
3. Click on '+ Add document'
4. Click on 'Select document'. Now your file browser will open, and you can choose the document you want to upload to your personal page.
5. Give your document a name. This helps keep your portfolio organised.
6. Specify who can view your document. You can choose to make it visible only to yourself or share it with your manager(s).
7. Click on 'Add' to upload the document.
The document will now appear in your document overview. You can use this section to build your portfolio. Your manager can also upload documents for you here.