1
Click "Executive"
2
Click "📎 All Documents"
3
Note that across the top you have different categories for different types of Documents & Assets.
Create New Documents / Assets
4
Click "Add Asset"
5
Fill in all of the fields on the form and click "Add Asset"
View/Edit Existing Assets
6
Hover over the document and click "Open" to see all the details of an asset.
7
There is also a comments section available for collaboration and notes as desired.
