In Equip, documents can be stored in two ways: in the account-wide Document Library or in an individual participant’s profile. Admins, Supporters, and Participants can all upload documents based on their permissions.
🗂️ Add to the Document Library (Account-Wide)
This is best for forms, policies, or shared documents used across participants.
Go to Documents in the left-hand menu
Click the Library tab at the top
Click the ➕ Add Document button
Enter a Title and optional Description
Choose one or more Categories (if available)
Drag and drop a file or click to browse your computer
Use the Search Recipients box to share the document with specific users
Click Create Document
👤 Add to a Specific Participant’s Profile
This is ideal for personalized documents or support plans.
Go to Participants from the left-hand menu
Click the name of the participant
Open the Documents tab
Click ➕ Add Document
Fill out the following fields:
Title – Give the document a clear name
Description – Optional details to clarify purpose
Categories – Tag the document for easier searching
Upload – Drag and drop or browse to select your file
Toggle: Link to Profile – Show this document in the participant’s Profile View
Access Controls – Choose who can view, edit, or delete (Admin, Supporter, Participant)
Click Create Document
📄 View and Manage Documents
Use the Library to view and organize shared documents
Use each participant’s Documents tab for individualized files
You can view, share, edit, or delete documents at any time (based on permissions)
Equip Tip: Adding documents in Equip helps everyone stay on the same page—literally. Whether you’re sharing a support plan, uploading a resume, or storing key intake forms, organized access ensures that the right people have the right information at the right time—all while empowering participants to take a more active role in their journey.