Document Library

From the left-hand navigation select Documents Library.

Change Library Views

Toggle your view between Table and Folders.

Figure 1. Documents Library

Figure 1. Documents Library

Change Library Views

Toggle your view between Table and Folders.

Figure 2. Documents Library Folders View

Figure 2. Documents Library Folders View

Create New Folder

Select a client folder from the list. From within a Client Folder select '+Create New'. Proceed to give the new folder a name and Save Changes

Figure 3. Documents Library Create New

Figure 3. Documents Library Create New

Figure 4. Confirm New Folder Name

Figure 4. Confirm New Folder Name

Your new folder is now available and ready for document upload.

Figure 5. New Folder Created

Figure 5. New Folder Created

Folders will be automatically created and dated, and any documents provided by a client on an application will be saved in the folder associated with that application submission date.

Edit Folder

To change the name of the folder, select the pencil icon from the folders view and select the three dots from the list view.

Folders View

Figure 6. Edit Folder Within Folders View

Figure 6. Edit Folder Within Folders View

Table View

Figure 7. Edit Folder Within Table View

Figure 7. Edit Folder Within Table View

Modify the name and Update.

Figure 8. Edit Folder Name Confirmation

Figure 8. Edit Folder Name Confirmation

Delete Folder

If you want to delete a folder the folder must first be empty. If there are files within the directory the folder cannot be deleted, and files would first need to be deleted/archived.

Select the trash icon from the folders view and the three dots from the list view.
Folders View

Figure 9. Delete Folder Trash Icon Within Documents Library Folders View

Figure 9. Delete Folder Trash Icon Within Documents Library Folders View

Table View

Figure 10. Delete Folder Option Within Documents Library

Figure 10. Delete Folder Option Within Documents Library

Confirm Deletion.

Figure 11. Confirmation of Folder Deletion Modal

Figure 11. Confirmation of Folder Deletion Modal

Create New File

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Info

Supported file types: JPG, JPEG, PNG, SVG, PDF, CSV, TXT, XLS, XLSX, DOC, DOCX, PPT, PPTX
Max File Size: 25MB

From within a folder directory select '+Create New'.

Figure 12. Create New Folder or File within Documents Library

Figure 12. Create New Folder or File within Documents Library

From Create New modal select File.

Figure 13.  File or Folder Creation Modal

Figure 13. File or Folder Creation Modal

Click to Browse for Files from Desktop or Drag and Drop Files from an existing Directory.

Figure 14. Document Library File Upload Utility

Figure 14. Document Library File Upload Utility

Remove a File from your upload by hovering over it and selecting the trash can icon.

Figure 15. Document Library File Deletion

Figure 15. Document Library File Deletion

Save Changes to upload your selected files.

Figure 16. Confirmation of Changes.

Figure 16. Confirmation of Changes.

Uploaded Files

Figure 17. Documents Library Overview

Figure 17. Documents Library Overview

Edit File Name

Select a file from the Documents Library.

Figure 18. Documents Library Item Selection

Figure 18. Documents Library Item Selection

When viewing the file, select Edit Name.

Figure 18. Documents Library File View - Edit Name

Figure 18. Documents Library File View - Edit Name

Figure 19. File Name Modal

Figure 19. File Name Modal

Give the file a new name.

Figure 20. File Name Modal Name Changed

Figure 20. File Name Modal Name Changed

Submit

Figure 21. Confirmation of New File Name

Figure 21. Confirmation of New File Name

Download File

When viewing the file, click Download File and the download will start.

Share File

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Info

Users must have access to the system to view Shared files.

When viewing the file, click Share.

Figure 22. Share File

Figure 22. Share File

Enter email address of user to invite to the file, Send Invite.

Figure 23. Input User Email Address with whom to share file with

Figure 23. Input User Email Address with whom to share file with

Alternatively, Copy Link to paste elsewhere (ex: in a chat or email).

Figure 24. Link to File

Figure 24. Link to File

Delete File

When viewing the file, select Delete.

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Info

This is a soft delete ā€“ files are archived

Figure 25. Deletion of File

Figure 25. Deletion of File

Confirm Delete

Figure 26. Confirmation of File Deletion

Figure 26. Confirmation of File Deletion

Document Library Permissions

ā€¢ Document Admin ā€“ Create and Edit Folders, upload, view, download, share and edit documents, delete documents
ā€¢ Document Editor ā€“ Create and edit folders, upload, view, download, share and edit documents
ā€¢ Client Viewer ā€“ View, download, share documents