Documents

How to use this page

1. 1

   Select the client

   Pick the client in the top-right switcher. The stat band and document sections are scoped to that selected deal.

2. 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. SalesHive opens the account in takeover preparation mode. In Documents, review the Client visible and Internal only Lists and Strategy materials, open or download files, and use Refresh when needed. Upload, Create, Add link, Responder changes, Edit, and Delete remain unavailable until the takeover activates or you receive another authorized assignment path.

3. 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.

4. 4

   Upload one or more files

   Select Choose Files or drop files into the upload area, then choose one or more TXT, PDF, CSV, DOC, DOCX, XLS, XLSX, PNG, JPG, JPEG, GIF, or WEBP files up to 25MB each. Select Lists or Strategy and add an optional note. SalesHive processes the batch independently and shows an Upload results row for every file, including any error.

5. 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. 6

   Add a reference link

   Select Add link in Lists or Strategy, enter a complete http(s) URL, and add a name and optional note.

7. 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. Select Refresh on a section when you need to reload its contents.

8. 8

   Open, edit, or download a material

   Select a file name or Open file to view an uploaded file in a new tab. Select Download to save the original. Use Edit to change the name, section, notes, URL, or employee-only visibility when available, and use Delete only when the material should be removed.

9. 9

   Mark responder material

   Use the Responder switch to make a file or link available to the AI email responder for this client. Campaign settings can narrow that material further.

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, PNG, JPG, JPEG, GIF, or WEBP 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 the selected Lists or Strategy section.

Add link

Opens the form for a named external http(s) reference.

Refresh

Reloads the selected Lists or Strategy section.

Open file / Download

Views an uploaded file in a new tab or saves its original download.

Responder

Marks material as AI email-responder reference material for the selected client.

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.

Common questions