Library (Documents, files, & forms)


A quick introduction to Library

Refer to the content below the video for the most recent changes to Library




Library is the place for all your organization’s key documentation, reference material, and digital assets.


Categories and Volumes

Library makes it easy to find exactly what you’re looking for:

  • Content is arranged in Categories (1) that are displayed in grey headers down the left side of the screen.
  • Click on the arrow next to a Category and it will open up to show the Volumes (2) contained within it.




Each Volume can contain any number of files. Hover over a file name and a popover menu will appear allowing you to take the following basic actions:

  • View file information
  • View file
  • Download file
  • Email link
  • Copy link

NOTE—Links to files can be shared, but only those people with view permissions on a Volume will be able to use a link to access any files within it.


Info panel

When a Volume is selected, click on the i-icon in the action bar to open its Info panel.



Here you'll see key information about that Volume, including who is responsible for it (Volume Librarians) and who is able to view its contents (Visibility).




Learn more about Library here.

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