Overview
Document changes require editing access. Restricted client user types, including the default client SDR type, can only view permitted materials. Documents is the selected client's shared onboarding materials library for files, Office and Google documents, and reference links. Choose the Lists or Strategy section, upload one or more supported files, create a Google Sheet, Google Doc, Excel workbook, or Word document, and review each result. Employees can switch between Client visible and Internal only views. Client users see only material shared with their deal. A named incoming SDR with scheduled takeover preparation access can review this account before activation. That temporary lane is read-only: files and links can be opened, downloaded, and refreshed, but uploads, creation, responder changes, edits, and deletion remain unavailable. MP3 call recordings are stored as audio for authorized opening or download and are not transcribed into Playmaker text.
How to use this page
Select the client
Pick the client in the top-right switcher. The stat band and document sections are scoped to that selected deal.
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.
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.
Upload one or more files
Choose Files or drop supported files up to 25MB each after choosing visibility and Lists or Strategy. CSV, XLS and XLSX uploads are converted to Google Sheets; TXT, DOC and DOCX uploads are converted to Google Docs using the complete original file. Originals remain downloadable. Other supported formats keep their normal viewing behavior; MP3 files are not transcribed. Review Upload results for each file. A conversion failure means that upload did not complete; check the file and Drive access before retrying.
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.
Add a reference link
Select Add link in Lists or Strategy, enter a complete http(s) URL, and add a name and optional note.
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.
Open, edit, or download a material
Select the file name or Open in Google Sheets / Google Docs when shown. Other files offer Open file. Download original saves the uploaded original. Edit changes available name, section, notes and URL fields. Visibility is chosen before upload and cannot be changed here for a file linked to Google Drive. Internal imports use the internal folder permissions; client-visible imports use the selected shared folder.
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.
Import a TAM CSV into Lists
Choose the document visibility first. In Lists, select Import TAM CSV and choose a CSV template or company list up to 25MB. Review Upload results to confirm it saved. The file goes directly into Lists using the selected Client visible or Internal only view. Employees should choose Internal only before uploading team instructions or working drafts. Visibility tabs stay unavailable while an upload, edit, link save, or file creation is running.
Review documents with a restricted client type
Select the correct client, open Lists or Strategy, and use the available Open file, Download and Refresh controls. Only client-visible material is available to client users. The creation and editing steps in this guide apply only when you have editing access.
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, WEBP, or MP3 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 in Google Sheets / Google Docs / Open file / Download original
- Opens the available editor or file view, or downloads the original uploaded file.
- 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.
- Import TAM CSV
- Opens a CSV-only picker and uploads the selected reference file into Lists with the current visibility. Available only when you can edit documents.