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Documents

Organize onboarding files and links, upload PowerPoint decks, and choose the correct visibility for client materials.

Updated Oct 14, 2026 10 steps 13 questions answeredOpen this page in the platform
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Overview

Document changes require editing access. Internal SDRs always have a read-only resource view for clients they are allowed to access. They can open resources, download originals and refresh sections, but must ask their strategist to add or update documents. The SDR view shows a document count and Updated dates, without text extraction or editing controls. Existing screenshots show the editor view; SDR controls differ. Restricted client user types, including the default client SDR type, can only view permitted materials. Documents is the selected client's shared onboarding materials library for files, Office and Google documents, reference links, and outreach collateral links. Materials sit in three sections: Lists, Strategy, and Links. Upload one or more supported files to Lists or Strategy, create a Google Sheet, Google Doc, Excel workbook, or Word document, and review each result. Employees can switch between Client visible and Internal only views. Client users see only material shared with their deal, and see the Documents count without the staff Text Ready and Text Saved counts. A named incoming SDR with scheduled takeover preparation access can review this account before activation. That temporary lane is read-only: files and links can be opened, downloaded, and refreshed, but uploads, creation, edits, and deletion remain unavailable. MP3 call recordings are stored as audio for authorized opening or download and are not transcribed into Playmaker text.

How to use this page

  1. Select the client

    Pick the client in the client switcher. The document sections belong to that selected deal. Internal SDRs use the read-only view; creation and editing steps below apply only to authorized editors.

  2. Review materials for a scheduled takeover

    If you are the named incoming SDR, select the account marked Prep and its takeover date in the client switcher. Review the Client visible and Internal only materials in each section, open or download files, and use Refresh when needed. Takeover activation does not grant an internal SDR document-editing access. Ask your strategist to add or change resources.

  3. Choose document visibility

    Employees can use Client visible for material shared with the client or Internal only for material that stays inside SalesHive. Client users see the client-visible view and do not receive the Internal only tab. When a client can upload, the upload note tells them their SalesHive team can see those files.

  4. Upload one or more files

    Choose Files or drop supported files up to 25MB each after choosing visibility and Lists or Strategy. CSV, XLS and XLSX uploads are converted to Google Sheets; TXT, DOC and DOCX uploads are converted to Google Docs using the complete original file. Originals remain downloadable. PowerPoint PPT and PPTX files are also supported; see the PowerPoint FAQ for text-reading limits. Other supported formats keep their normal viewing behavior; MP3 files are not transcribed. Scanned PDF pages and PNG, JPG, JPEG, GIF or WEBP images are read from their pictures after upload: Upload results says so, and the Text column shows Reading pages until the text is saved. Select Refresh to see the result. Review Upload results for each file. A conversion failure means that upload did not complete; check the file and Drive access before retrying.

  5. Create a Google or Office file

    Select Create in Lists or Strategy, choose Google Sheet, Google Doc, Excel workbook, or Word document, enter a name and optional notes, then select Create spreadsheet or Create document.

  6. Add a reference link

    Select Add link in Lists, Strategy or Links. In the Add link to [section] form, enter a complete http(s) URL and an optional name and note. Press Enter in a form field or select Add link to save. A missing URL shows an error; correct it and submit again. Select Cancel link to close the form without saving.

  7. Organize and refresh materials

    Keep contact lists, DNC lists, and working spreadsheets in Lists. Keep strategy documents, decks, briefs, and reference links in Strategy. Put case studies, published articles, and other online pages the team can share in outreach in Links. Links takes web links only, so it has no Create button and uploads cannot go there. Select Refresh to reload the materials.

  8. Open, edit, or download a material

    Select the file name or Open in Google Sheets / Google Docs when shown. Other files offer Open file. Download original saves the uploaded original. Edit changes available name, section, notes and URL fields. Only links can be moved into Links. Visibility is chosen before upload and cannot be changed here for a file linked to Google Drive. Internal imports use the internal folder permissions; client-visible imports use the selected shared folder.

  9. Import a TAM CSV into Lists

    Choose the document visibility first. In Lists, select Import TAM CSV and choose a CSV template or company list up to 25MB. Review Upload results to confirm it saved. The file goes directly into Lists using the selected Client visible or Internal only view. Employees should choose Internal only before uploading team instructions or working drafts. Visibility tabs stay unavailable while an upload, edit, link save, or file creation is running.

  10. Review documents with a restricted client type

    Select the correct client, open Lists, Strategy or Links, and use the available Open file, Download and Refresh controls. Only client-visible material is available to client users. The creation and editing steps in this guide apply only when you have editing access.

What the buttons do

Client visible / Internal only
For employees, switches between material shared with the client and material visible only to SalesHive teammates.
Choose Files
Opens the picker for one or more supported TXT, PDF, CSV, DOC, DOCX, XLS, XLSX, PPT, PPTX, PNG, JPG, JPEG, GIF, WEBP, or MP3 files in the selected client's materials library.
Upload results
Shows a success or error message for each file from the most recent batch.
Create
Opens the file form for a Google Sheet, Google Doc, Excel workbook, or Word document in Lists or Strategy. Links does not offer Create.
Add link
Opens a reference-link form in Lists, Strategy or Links. Select Add link inside the form or press Enter in a field to save; Cancel link closes it without saving.
Refresh
Reloads the selected client's materials in every section.
Open in Google Sheets / Google Docs / Open file / Download original
Opens the available editor or file view, or downloads the original uploaded file.
Edit / Delete
Changes a material's details or removes it after confirmation.
Prep [date]
In the client switcher, opens the scheduled takeover account for read-only preparation without replacing the normal selected client.
Import TAM CSV
Opens a CSV-only picker and uploads the selected reference file into Lists with the current visibility. Available only when you can edit documents.

Common questions

Yes. Choose or drop one or more supported TXT, PDF, CSV, DOC, DOCX, XLS, XLSX, PPT, PPTX, PNG, JPG, JPEG, GIF, WEBP, or MP3 files up to 25MB each. Each file is processed independently and appears in Upload results.
No. SalesHive verifies and stores the MP3 as audio. Authorized users can open or download it, but it does not become extracted Playmaker text.
The PDF has scanned pages, or the file is a picture, so SalesHive is reading its text from the images after the upload. Wait a moment and select Refresh. When it finishes, the Text column shows Text saved with a character count, or Extraction failed with the reason if the pages could not be read.
Yes. Create offers Google Sheet, Google Doc, Excel workbook, and Word document. Enter a name and optional notes before creating the file in Lists or Strategy.
Employees can use Internal only for material that should stay visible to SalesHive teammates for the selected deal. Client users see only the Client visible view.
The result list shows the outcome for every file, so successful uploads remain available and you can identify the file that needs attention.
Yes. Newly uploaded CSV and Excel files open in Google Sheets; Word and TXT files open in Google Docs. Download original retains the uploaded file. Existing files without an editor link still use Open file; this release does not retroactively convert them.
Use Lists for contact lists, DNC lists, and working spreadsheets. Use Strategy for strategy documents, decks, briefs, and other reference links. Use Links for case studies, published articles, and other online collateral the team can share in outreach.
No. Links holds web links only. Use Add link in Links for a case study or article page. To keep a file, upload or create it in Lists or Strategy instead.
Internal SDRs always use a read-only resource view. Restricted client user types and scheduled takeover preparation can also be read-only. You can open, download and refresh permitted materials, but cannot upload, import a TAM CSV, create files, add links, edit or delete. Internal SDRs should ask their strategist for additions or corrections. Existing client and file access rules still apply.
No. It stores the CSV as an onboarding reference file in Lists. It does not enroll contacts or start outreach.
A self-serve workspace does not use the managed onboarding pages. In a self-serve workspace, the Onboarding folder shows only Get set up, Users, and the Deal Room while a managed proposal is open. Playmaker, Playbook, Documents and Google Drive are hidden, and opening one takes you to Get set up, or to Contacts if you cannot open the checklist.
PPTX uploads provide slide text and speaker notes. PPT files are stored, but their text cannot be read; save them as PPTX or PDF and upload that version. For a deck made of pictures, export it as PDF and upload the PDF for picture reading. A text extraction warning does not mean the file upload failed. Check Upload results and the Text column for details.
More in Onboarding
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