Genesys Cloud’s Documents feature enables you to store, organize, and share all types of files securely with your fellow Genesys Cloud users.
Learn about documents
Each Documents file repository can include text-based documents, images, faxes, videos, voicemails, call recordings, emails, photos, and more.
Build a robust content repository
Easily add files to your workspaces and work with your content. Your personal workspace offers you the freedom to organize your files however it makes sense to you. Create tags for each file so that you can find what you need later quickly.
- What is My workspace?
- Use content tags
- Add tags to a file
- Open a workspace
- Add files to a workspace
- Work with recent files
- Preview the contents of a file
- View the properties of a file
- Thumbnail images
- View the audit trail for a file
- Save a local copy of a file
- Download files in the desktop app
- Change how content appears in a workspace
- Understand file versions
- Change the name of a file
- Delete a file
- Upload a new version of a file
- Explore your content
Collaborate with colleagues
Easily and securely share content with team members.
Documents provide powerful search options, including full-text search, tags, keywords, and filtered search. No more manually viewing a gigantic list of files, or opening individual files to search them all for a specific piece of information.
Understand data security
You can securely access content over cell and wireless networks, whenever and wherever you want. Documents provides encryption and enterprise-grade security with a full searchable audit trail. Our security helps you meet complex digital content security and compliance requirements and reduce risk.