Documents

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What is it?

The documents page automatically populates the policies and certifications already available within your TrustCloud for easy sharing with prospects and customers! You can also upload any additional documentation that you want to share. Watermarking documents like policies and certifications is easy! 

To view the “Documents” page,

  1. Go to your TrustShare program.
  2. Click on “Documents” from the left-hand menu.
    The following screenshot shows the “Documents” page.
    TS Documents Main 01

Watermarking documents: policies and certifications

You can easily apply a watermark to all of your documents by toggling the watermark setting to “No Watermark” or “Apply Watermark”. After applying a watermark, all uploaded documents will contain a watermark for the downloaded document along with the date and time stamp.

TS Documents Watermarking Documents 06

NOTE: You cannot apply a watermark to any encrypted documents or publicly available documents, as the system does not know the email address of the users viewing the information.

Removing encryption

If you need to remove the document encryption, you need to have appropriate permissions to do so. If you don’t have those, you’ll need to locate the policy author or administrator of the secured PDF to make this happen. Then, follow these steps:

  1. Open the PDF in Acrobat Pro on Windows or Mac.
  2. Click on Tools. 
  3. Click on Encrypt.
  4. Click on Remove Security.
  5. If the document has a Document Open password, click OK to remove it.
  6. If the document has a permissions password, type the correct password in the “Enter Password” box.
  7. Click OK.
  8. You have unlocked the PDF. Now, make sure to save the document so others can access it as well.

Adding a document

To add a document,

  1. Go to your TrustShare program.
  2. Click on “Documents” from the left-hand menu.
  3. Click on the “+ Add Document” button in the top-right corner of the screen.
    TS Documents Add Document 02 2
  4. Enter a document title, description, upload a document or paste a link.
  5. Click on the “Add Document” button.

Editing Document Details

Only the document owner can edit a document’s details. 

If you are not the document owner, the ‘edit’ icon will not be enabled for your access.

If you are the document owner,

  1. Go to your TrustShare program.
  2. Click on “Documents” from the left-hand menu.
  3. Click on three-dot menu in front of the document and select “Edit Document”.
    TS Documents Actions 04
  4. You can edit the document title, description, link, or upload a file. Click on the “Save Changes” button.
    The following screenshot shows how to edit a document.
    TS Documents Edit Document 03

Document Permissions

Set the document permissions on each document. Document permissions determine a default setting for who can access each document. 

  1. Go to your TrustShare program.
  2. Click on “Documents” from the left-hand menu.
  3. Click on three-dot menu in front of the document and select “Manage Access”.
    TS Documents Actions 04
    The following screenshot shows how to manage access.
    TS Documents Manage Access 05
  4. Select appropriate permission and click on the “Save Permissions” button.

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