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Product Guide

Store Documents in Entities

Uploading Documents

When using the Dashboard, you have the option to add a document such as an image, a PDF, or a text file to an Entity.

Documents can be uploaded to:

  • The Unit21 Amazon S3 bucket (a protected cloud based storage service)
  • Your Google Drive

Unit21 Amazon S3

  • There are no limitations or setup needed to upload alert and case files to the Unit21 storage for your needs.

Your Google Drive

  • The Google Drive requires that your organization's administrator set it up. It is used organization wide, it is not to be used on a per-agent basis.
  • To setup the Google Drive, head to Data Management, select Integrations and add your Google Drive Folder URL.
  • The Google Drive only works if your organization uses the Google log-in (not magic link or other SSO) to access the Dashboard.
  • Google docs attached to an Entity are not downloadable.

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A maximum of 100 files are supported per entity.

If you think your workflow may require this limit to be raised, please contact your CSM.

📘

Unit21 supports any file type and file size.

Adding a Document to an Entity

  1. Log-in to your Dashboard.
  2. Go to the Data Explorer.

  1. Select the entity of your choice:

  1. Click on the Media tab:

  1. Drag-and-drop the document of your choice in the window:
  2. Wait for the file to upload securely.
  3. Success the file has been uploaded:

  1. In the right hand side menu of the file, you can choose to delete, download or edit the file:

  1. You can preview the document by clicking on the item in the table.

It is also possible to change the file name in this view as well as add a description.

Security and Compliance

Your files will be stored securely on Amazon S3, a private cloud storage service from Amazon.

Unit21 follows all Amazon best practices for its S3 configuration:

  • Private Buckets
  • Blocked public access
  • Stringent Read and Write access
  • Encryption both in-transit and at-rest

Unit21 uses AWS Cloudtrail which provides granular access logs for monitoring purposes.

  • For those that require an alternate option, documents may be uploaded to your own Google Drive:

Updated 10 months ago