The Library is a document repository that can provide a central location to store policies, user guides, and other source material. All users can access the Library by default and System Administrators can manage, add, and remove library files in the Data tab. For steps on downloading documents from the Library page, see the Library article. Select the “Library” option on the Data tab to manage the documents in the Library.

Add a Library Document 

To add a file to the Library, click the Add Document button on the Library page in Settings. 

1. Click the Upload a File from your Computer button to search for files in the file browser. You may also drag and drop a file from your desktop. To do this, click and hold a file on your desktop and let go of your mouse cursor over the dotted box on the New Document form. 
2. You may add a description to identify the file for other users. 
3. Click Save to finish adding the document.

Edit a Library Document

Click the Edit button on the Library Document's page. You can change the "Description" field but cannot change the file or upload a new file for the library document. Click Save when you have completed changing the description.

Delete a Library Document

If you need to permanently remove a library document, you can delete it from the Library page or from the Library Document's page directly. If you only need to delete a single document, navigate to the Document's page. Click the Delete button at the top right of the page.

You can also delete multiple documents from the Library grid. Select the checkbox for each row you would like to delete, then click the Delete button above the grid.