Find and maintain training documents and scripts
About this guide
Last reviewed September 11, 2026 by AgencyMesh Product Support · Checked against release 2026.09
Open Documents for PDFs or Scripts for call/text templates. Managers and Administrators maintain company material.
Read a document
Section titled “Read a document”Select a document in Documents. Preview opens the current PDF; Version History > Preview version opens an earlier revision. System documents can be read but are maintained by AgencyMesh.
Upload or revise PDFs
Section titled “Upload or revise PDFs”Leave Replacement PDF blank for metadata-only changes. Status > Inactive removes a company document from the active library while retaining history. For a partially failed batch, check which files were added before retrying.
- Select Upload Document. Set Category or New Category and choose PDF Files, up to 25 MB each.
- Adjust each Title in Documents in This Upload, add any Upload Note, then Upload Document.
- For a revision, select the document > New Revision, choose Replacement PDF, and Save Revision.
Copy a script
Section titled “Copy a script”In Scripts, select a template, Calls or SMS, and English or Spanish, then Copy. Disabled choices have no text. Replace remaining placeholders before use; Copy neither calls nor sends a message.
Create or edit a template
Section titled “Create or edit a template”A Default template’s Channel is fixed. Preserve required placeholders; use Status > Inactive to retire a template.
- Select New Template or Edit. Set Channel and Subtype and enter at least one Call Script or Text Template body in English or Spanish.
- Insert supported tokens from Parameter Bank at the cursor; they are also added to Placeholders. Select Save Template.
Retire versus delete
Section titled “Retire versus delete”New Revision preserves earlier PDFs. Delete permanently removes a company document and all versions; use Inactive when history should remain. Scripts has no restore-old-template control.