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 Alert or a Case.

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, go to Settings->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 Alert and/or Case are not downloadable.

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Unit21 supports any file type and file size.

A maximum of 40 files are supported per alert/case.

Adding a Document to an Alert:

1. Log-in to your Dashboard.
2. Select an Alert.
3. Click on the Documents tab:

4. Drag-and-drop the document of your choice in the window:

5. Wait for the file to upload securely.
6. Success the file has been uploaded:

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

Adding a Document to a Case:

1. Follow the same steps above as it pertains to a Case instead of an Alert:

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: