What it does
A shared library of business documents and templates — pitch decks, financial models, legal forms, HR templates, marketing assets, and more — that you can preview, download, and upload yourself. Documents are grouped into categories curated by Nautis and your organization.
Who can use it
Anyone with read access to Documents can browse and download. Uploading a template is available from the same page for users on your team who want to share their own resources internally.
How to get here
From the sidebar, open Resources & Learning and click Documents.
Step-by-step: browsing documents
Page opens with full library as a grid of cards, 18 at a time.
Each card: title, category tag, short description, file-type icon, total views, total downloads, uploader.
Scroll bottom to auto-load more.
Click Refresh for latest from the server.
Step-by-step: filtering by category
Open filter panel on the left (or tap Filters on mobile).
Click a category. Count next to each name shows total.
Click All Categories to clear.
Step-by-step: searching for a document
Type in the search box.
List updates as you type. Header shows Search Results (N).
x inside box clears the query.
Can combine with category filter.
Step-by-step: downloading a document
Hover a card. Download appears at the bottom.
Click. Saves with original filename.
Toast: Download started.
Counter increments.
Step-by-step: uploading a template
Click Upload template in the top-right.
Fill in: Title (required, 200 char max), Description, Category (required), File.
Supported: PDF, Word, Excel, PowerPoint.
Max 50 MB.
Click upload.
Step-by-step: sharing a document
No built-in public share link. Either:
If they have Nautis access, tell them the category and title.
External: download and send by email/chat/data room.
For external sharing with tracking, use Data Rooms.
Tips & limits
File icons color-coded: red PDF, blue Word, green Excel, orange PowerPoint.
Views and downloads counted per template.
Uploaded files count against storage quota.
Categories managed centrally; ask an admin for a new one.
FAQ
Can I edit a template after uploading?
No in-place editor. Download, edit locally, re-upload.
Can I delete a template I uploaded?
Main view has no delete button. Ask an admin.
Why can't I preview a document in the browser?
PDFs, images, plain text preview inside. Word/Excel/PowerPoint need download.
What size files can I upload?
Up to 50 MB. For larger, use Data Rooms.
Page says "No Documents Found" — why?
Empty category, no match for search, or empty library. All Categories + clear search.