Documents & Links

The Documents & Links section provides a centralized place for your team to store and share important files and external links. Instead of hunting through email or chat for key resources, everything lives in one accessible location within EOS Hub.

Overview

Documents & Links organizes shared resources in a simple list, visible to all team members. Each item can be either:

• A file upload -- PDFs, spreadsheets, presentations, images, and other documents.
• An external link -- URLs to Google Docs, Notion pages, Confluence articles, shared drives, or any other web resource.

Adding a Document

To upload a file:

1. Navigate to Documents in the sidebar.
2. Click Add Document.
3. Select Upload File.
4. Choose the file from your computer.
5. Optionally add a title and description.
6. Click Save.

Adding a Link

To add an external link:

1. Navigate to Documents in the sidebar.
2. Click Add Document.
3. Select External Link.
4. Enter the URL.
5. Add a title and optional description.
6. Click Save.

TIP

Use descriptive titles for links. "Q1 Sales Report" is more useful than "Google Sheet Link".

Organizing Documents

Documents are displayed in a list with:

• Title -- Display name
• Type -- File or Link
• Added by -- The person who uploaded or shared it
• Date added -- When it was added

Typical Use Cases

The Documents section is commonly used for:

• Quarterly planning materials -- Agendas, pre-work documents, and planning session outputs.
• Process documentation -- SOPs, checklists, and process flowcharts referenced by the team.
• Reporting templates -- Standard formats for weekly, monthly, or quarterly reporting.
• V/TO supplements -- Detailed marketing strategies, proven process descriptions, or strategic plans that expand on V/TO sections.
• External tool links -- Quick access to frequently used tools like CRM, project management, analytics dashboards.

Permissions

Action	OWNER	ADMIN	MEMBER	VIEWER
View documents	Yes	Yes	Yes	Yes
Add documents/links	Yes	Yes	Yes	No
Edit documents/links	Yes	Yes	No	No
Delete documents/links	Yes	Yes	No	No

Related Pages

• V/TO -- Strategic documents often supplement the V/TO
• Admin Panel -- Manage team-wide settings