Why Disable Downloads for Reps?

KnowledgeTree enables your sales team to share assets with prospects by emailing a unique share link. There is no need for reps to download files and send as attachments. This provides several powerful benefits to both sales and marketing:

For all these reasons, we highly recommend disabling downloads for reps. They can still preview content directly in Salesforce, even when downloads are disabled.

How to Enable/Disable Downloads

  1. In the KnowledgeTree Manager, go to Settings.
  2. Select Assets.

  3. On the Assets card, check/uncheck the Enable Downloads option:

  • Changes will take effect immediately.
  • The download icon will be shown/hidden for reps as per your selection.
  • You can change this setting at any time.
  • Prospects still have the option to download assets on the linked landing page.