Using My Documents

• Documents are journey-specific and only accessible to users enrolled in that journey
• Files are shared across Admin, Coach, and Participant views
• Available only for journeys connected to CoachOS (not supported in non-coaching journeys)
• Max file size: 50MB
• Supported file types include: doc, docx, pdf, png, jpg, xlsx, mp3, mp4 and more

1. Go to Journey Configuration → Nav & Page Builder
2. Drag My Documents into the menu (left → right panel)
3. Reorder as needed
4. Click Save and Publish the journey

Note: This must be done on a per-journey basis. It is not applied client-wide.

Ensure the journey has an associated coaching program and cohort set up in both:

• How to add a cohort (Coach OS)
• Create or configure a cohort (Momenta)

• Access “My Documents” tab within their assigned journey
• Upload documents for their coach or admin to see
• View/download/delete their own files
• Will see a red notification bubble if a new file was added by a coach or admin

1. Go to My Coachee page in CoachOS
2. Choose the correct Pathway
3. Go to the Documents tab
4. Upload a file, view/download existing files
5. Can only delete files they personally uploaded

Deleting a document removes it for everyone.

CoachOS Admins

• Upload to individual pathways or entire cohorts
• Manage file visibility and download access

Momenta Admins

• Upload/delete files for individual participants via their Participant Data tab
• View document presence across cohort from the participant list

• Participants receive in-app alerts (bubble icon)
• Admins can enable email notifications via CoachOS (optional)
• Coaches/Admins do not receive alerts when participants upload documents

Tips:

• Use helper text in your journey to guide participants on uploading documents
• Encourage participants to notify their coach if uploading a file for review

• Journey-Specific: Documents do not carry over between journeys
• Cohort Matching Matters: Uploads must target the correct cohort or journey
• Deletion is permanent: Removing a file deletes it for all users
• Ownership restrictions: Coaches/Admins can only delete what they uploaded
• 50MB limit: Per file. Larger uploads will fail
• No email alert to Coaches/Admins: Establish your own workflow to monitor uploads
• Only available on CoachOS-integrated journeys
• Resetting participant data deletes files