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文件 / 表格库

Forms & Files

新人入职、表格申请、产品资料、话术演示、执照合规、流程工具， 可以按分类找，或者直接搜。有链接的排在前面，虚线的是还没上传的占位。

Onboarding, forms, product material, scripts, licensing, and process tools. Browse by category or just search. Files with links come first; dashed rows are placeholders that have nothing behind them yet.

几个实用提醒A few practical notes
  • 投保申请类表格务必以承保公司官网的当期版本为准。 本库的副本可能不是最新版，递交旧版表格会被退回。
  • For application forms, always use the carrier's current version. Copies here may be out of date, and an outdated form will be returned.
  • 标注为"内部"的资料不可直接转发给客户。 可以对外使用的资料会标明"客户可见"。
  • Anything marked internal must not be forwarded to clients. Materials approved for client use say so explicitly.
  • 文件中不得包含客户个人身份信息（PII）。 如需传送含客户信息的文件，请使用公司指定的安全渠道。
  • No client PII belongs in these files. Use the company's designated secure channel for anything containing client information.

怎么往里加文件How to add a file

这个库的内容全部来自一个文件：/assets/js/library-data.js。 打开它，复制任意一行，改成你要加的文件的标题、分类和链接就行。 链接可以是 Google Drive 分享链接、Dropbox 链接，或者上传到站内 /files/ 目录后的路径。 url 留空的条目会显示成虚线的"待上传"卡片，方便先把目录结构占住。

Everything on this page comes from one file: /assets/js/library-data.js. Open it, copy any row, and change the title, category, and link. The link can be a Google Drive or Dropbox share URL, or a path under /files/ if you upload the file to the site itself. Rows with an empty url render as dashed "coming soon" placeholders, so you can lay out the structure before the files exist.