Overview
While content for the Trust Center can be uploaded and linked to items via SafeBase's Documents feature, content can also be managed individually at the item level from within the Trust Center Editor.
Step-by-step
Navigate to the Trust Center Editor, click the kebab menu on any card, then click Edit
Note: Content can be added to all cards except the Overview and Risk Profile
In the Editor view, click the + Link document button located at the bottom of the item
Once clicked, users will be given the option to select content to be linked to the item.
This content is any item uploaded to the Trust Center via the Documents feature.
Note: This can be repeated as many times as needed.
Additionally, there is an option to + Upload new document. If clicked, it will automatically open up the Documents upload modal in a new browser tab.
Once an item is selected, an Add type... modal will appear. Select a document type and click Save
Note: An item type MUST be selected to proceed
After saving, this process can be repeated as many times as needed. To undo an item linking, click Undo.
To save changes, click the Save button in the top right section of the card editor. If an item needs to be removed/unlinked, navigate back to the editor, hover over the item, and click the Unlink button. Unlinking can also be performed in the Documents section of the Trust Center.
