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How to View Self-Reported Documents in the CI People Directory?

“Documents Provided by Person” are self-reported documents submitted directly by the profiled professional, typically as a part of a marketing profile they maintain on our platform. By the end of this article, you will be able to find the self-reported document section and view the available documents.

Applies to:  

  • CI People Directory - Enterprise Clients 
  • CI People Directory - Marketing Subscribers 
  • CI People Directory - Research Subscribers 

Issue/Functionality Sought:  

  • What are “Documents Provided By Person” in the CI People Directory? 
  • How to find self-reported documents in the CI People Directory? 
  • Where to find self-reported documents in the CI People Directory? 

Tactical Rundown: 

Step 1: Go to the Documents Tab  

To locate documents that an individual has personally uploaded, navigate to the “Documents” tab within their profile.  

A screenshot of a computer AI-generated content may be incorrect.

Step 2: Locate the Self-Reported Folder 

Look for the folder labeled “Documents Provided By Person.” 

If the individual has uploaded any files, you will see the number of documents listed in parentheses next to the folder name.  

 A screenshot of a computer AI-generated content may be incorrect.

Step 3: Open the Folder  

Click the folder to open it and view the documents they have provided. 

A screenshot of a computer AI-generated content may be incorrect.

Still Need Help?  

If you still have questions or experience issues, our Customer Care team is here to help. Contact us by email (customercare@courtroominsight.com) or phone (415-593-1499 x405) to get connected with a team member within 24 hours.