Share documents on your Trust Center

Resources are the files visitors can see on your Trust Center, for example a privacy policy, a SOC 2 report or an ISO 27001 certificate.

Where: Trust Management → Trust Center → Settings → Customize → Resources tab, or open Trust Center resources.

Who: admins, or members whose department can edit the Trust Center module.

Add a resource

1. Open Trust Center resources.
2. In Manage Resources, click Add New Resource.
3. Fill in the Title (for example "SOC 2 Report") and Description. Both are required.
4. Upload the Resource file.
5. Click Add Resources.

Edit, download or delete a resource

Each row in the Manage Resources table has actions:

• Edit opens the same form, where you can change the title, description or file and click Update Resources.
• Download saves the file.
• Delete asks you to confirm, then removes the resource from the Trust Center.

Good to know

• With Restricted View on, visitors see resources only after you approve their access request. See Approve Trust Center access requests.
• To control the page around the resources (logo, colors, text), see Customize your Trust Center landing page.