Forms and documents from Rapid7 Services on the Insight Platform are both pivotal to your onboarding process, though they are slightly different. Documents are downloadable and open in a different application (such as Word, Notepad, etc).
During the onboarding process, you may need to share service documents with the Rapid7 Team. To do this, select the "View Service Documents" step.
A peek panel will appear on the right, where you can see what documents are already present. Select View More Documents to go to the Document repository.
You can Manage Documents from the Rapid7 Team or ones that you upload.