--- title: Documents Manager description: Documents Manager --- [Skip to content](https://support.worldly.io/hc/en-us/articles/48847426559387-documents-manager#main-content) English Show submenu for translations [Submit a request](https://support.worldly.io/kb-tickets/new?hsLang=en) [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=250&height=61&name=Worldly_LogoTM_Red.png)](https://www.worldly.io/) Open main navigation Close main navigation - English Show submenu for translations - [Submit a request](https://support.worldly.io/kb-tickets/new) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.worldly.io/?hsLang=en) 2. [Compliance Management](https://support.worldly.io/compliance-management?hsLang=en) 3. [Documents Manager](https://support.worldly.io/compliance-management?hsLang=en#documents-manager) # Documents Manager **Table of Contents** - [**Navigation**](https://support.worldly.io/hc/en-us/articles/48847426559387-documents-manager#h_01KNNAW15E3MS0TSW3BD0YHSWR) - [**How to Upload a Document**](https://support.worldly.io/hc/en-us/articles/48847426559387-documents-manager#h_01KNNAW15G3C95AYP0QWY8PRXM) - [**How to Edit Document Access Statuses**](https://support.worldly.io/hc/en-us/articles/48847426559387-documents-manager#h_01KNNAW15NHDCWDYEHQBTSSHQ0) - [**How to Download/Delete a Document**](https://support.worldly.io/hc/en-us/articles/48847426559387-documents-manager#h_01KNNAW15Q7946FQ6SACKH9SYF)   ## Navigation Begin by navigating to **Documents Manager** from the left-hand navigation menu. ![48847435342875.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847435342875.png?width=624&height=468&name=48847435342875.png) **Documents Manager** is used to access brand-uploaded documents. Access to documents is controlled by the security role assigned to a login.   ## How to Upload a Document Upload a document to the **Documents Manager** by: 1. Selecting the **file symbol** in the upper right corner. ![48847547110299.gif](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847547110299.gif?width=792&height=628&name=48847547110299.gif) 2. Drag file into highlighted area ![48847435344539.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847435344539.png?width=624&height=200&name=48847435344539.png) 3. Enter any applicable **Tags** or **Description** into the freeform text fields. **Tags** are keywords used to easily search for the document.![48847426546843.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847426546843.png?width=624&height=200&name=48847426546843.png) 4. Select **Upload.** **![48847426547483.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847426547483.png?width=624&height=200&name=48847426547483.png)** 5. Your document appears in the **Standard Documents** section. ![48847435346715.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847435346715.png?width=624&height=197&name=48847435346715.png)   ## How to Edit Document Access Statuses 1. Select **Options** from the table. ![48847435347355.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847435347355.png?width=624&height=197&name=48847435347355.png) 2. Select the **Access Status** dropdown and select the appropriate security role. **![48847435348635.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847435348635.png?width=624&height=344&name=48847435348635.png)**   ## How to Download/Delete a Document 1. Select the **Name** of the document to download. ![48847435349659.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847435349659.png?width=624&height=221&name=48847435349659.png) 2. Select the checkbox followed by the **Trash Can Icon** to delete. ![48847426552987.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48847426552987.png?width=624&height=221&name=48847426552987.png) [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=120&height=30&name=Worldly_LogoTM_Red.png "Worldly logo")](https://www.worldly.io) © 2026 Worldly. All Rights Reserved [Terms of use](https://worldly.io/terms-of-use/)  |  [DPA](https://worldly.io/data-privacy-addendum/)  |  [Privacy Policy](https://worldly.io/privacy-policy/)  |  [Cookie notice](https://worldly.io/cookie-notice/)