Entity Documents

Overview

Talent profiles and directory profiles (companies and contacts) have a Documents tab that shows only the documents linked to that entity. This provides a focused view — instead of browsing the entire library, you see just the files relevant to the person or organization you're working with.

Accessing the Documents Tab

1. Open a talent, company, or contact profile
2. Click the Documents tab in the tab bar

The tab label shows a badge with the total document count for that entity (including both normal and sensitive documents).

Tab Header

The Documents tab header shows:

• Document count — A file icon with the count of normal (non-sensitive) documents
• Sensitive count — A lock icon with the count of sensitive documents (only appears when there are sensitive documents)
• Sensitive toggle — Click the lock icon to unlock sensitive documents (requires the org password). Only appears when a password is configured.
• Upload button — Opens the upload dialog with the current entity pre-selected for auto-linking

Document List

Documents appear in the same row format as the central library list view:

• File icon or thumbnail — Color-coded by file type, or a real preview for images and Showmo-generated comp cards
• Filename — With a lock badge if the document is sensitive
• Metadata — File size, category, and source (when not "Upload")
• Action buttons — Download and a dropdown menu with Edit Details, Manage Links, Download, and Delete

All the same actions available in the central library work here — editing metadata, managing links, downloading, and deleting.

Uploading from a Profile

Clicking the Upload button in the Documents tab header opens the standard upload dialog. Documents uploaded this way are automatically linked to the current entity — no manual linking required.

This is the fastest way to attach a document to a specific talent or company.

For archived or cleanup-scheduled talent profiles, the profile Documents tab is read-only for new uploads and links. Existing documents can still be reviewed according to your permissions, and cleanup decisions are handled from the Talent Profile Cleanup workflow.

Sensitive Documents

Sensitive documents linked to the entity are hidden by default. To reveal them:

1. Click the lock icon in the tab header
2. Enter the org password
3. Sensitive documents appear in the list with a lock badge

The unlock session is shared with the central library — if you've already unlocked sensitive documents in the library, they're visible here too (and vice versa).

Empty State

When no documents are linked to the entity, a friendly empty state appears with an Upload button (for users with manage permission) to get started.

Tips

• Upload directly from profiles — Uploading from the entity's Documents tab automatically links the file, saving you a step
• Link existing documents — If a document is already in the library, use Manage Links from the central library to connect it to this entity instead of re-uploading
• One document, many entities — A contract linked to a talent also appears on their profile. Adding a link to a company from the library makes it show up on the company's profile too.

Related Pages

• Documents Overview — Module overview and key concepts
• Document Library — Browse the central library
• Uploading Documents — Upload flow details
• Managing Documents — Edit, link, download, and delete
• Sensitive Documents — Password protection and private documents
• Talent Profile Cleanup — Cleanup decisions for archived talents