Documents

If you have materials that are intended for a specific audience, but will likely not be utilized on future pages for other customers, documents are your fastest solution.

The key differences between Assets and Documents are that Assets (the visual, clickable regions you can add to any page) are designed to be widely used across multiple pages and interchanged as needed. We refer to these materials as Evergreen, which makes taking the time to build them out in a more visual-first way make perfect sense.

However, many times you want to provide a customer with a quick link to a meeting recording, or a specific presentation just for them, or a series of agreements to review. Being that these materials are very specific to the audience the page was created for, maybe building them out in a visual-first way is not necessary at the stage of the conversation you are at.

This is where documents come in.

Documents still look great on the page, however they are contained in a vastly different way.

Here is an example of a "Document" section as seen in the page editor:

You can view a page with this and many other updates here to engage with the documents as a customer would: https://reach.salesreach.io/platform-updates-feb-26

Note: Documents are considered confidential in SalesReach much like our proposal section. What this means is if you were to create a page with documents and then duplicate it, the documents section would remain however all documents would be stripped from the cloned page. 

Watch this video to see exactly how to use this feature:

Link: https://reach.salesreach.io/documents

Happy Selling!