Trust Centre documents

The Documents tab does not store a second copy of your policies. It decides which documents already in the library are offered on the Trust Centre.

Set visibility

Open Trust Centre, then Documents. For each document, choose:

  • Public so visitors can open it from the centre.
  • By request so it is visible as login required until you grant access.
  • Not available so it stays in the library and off the centre.

Feature a document

Featured documents are the ones you want visitors to notice. You can feature a document only while it is public or by request. Setting it to not available clears the featured flag.

Search and filter the list when the library is large. The overview pie chart uses the same visibility, so you can see the mix without opening every row.