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Getting Started
Getting Started
  • Getting Started
  • Completing ASM and Front Desk Checklists
  • Completing Checklist Training Template
  • Dashboard Overview
  • Document Library
  • Locations
  • Onboarding Support Intro
  • Profile Settings and Logging Out
  • Reporting
  • Responding to Action Items
  • Settings -> Users
  • Settings -> Company
  • Settings -> Templates
  • Starting and Completing a Review
  • Training Overview
  • Objective: How to create and maintain a company structure in Action Card

Document Library

Objectives

  • Navigating to Document Library
  • Adding folders and files
  • Deleting folders or files

Navigating to Document Library

  • Locate “Document Library” on the left-hand menu.

NOTE: The ability to add, remove, or modify files is only available to application administrators; other users can only view and download files.

  • Folders are displayed on the left-hand side, with the folder contents shown in the middle of the screen.

Adding Folders and Files

  • To add a folder, click “Add Folder” below the existing folders on the left-hand side.
  • To add a subfolder, click the main folder you wish to expand, then click “Add Folder”.
  • To add a file to your folder, click “Add File” and fill out the appropriate fields.

Deleting Folders or Files

  • To delete a folder, highlight the desired folder and click “Delete Folder”.
    • The folder will be moved to the Trash (you can empty the trash if you wish).
  • To delete a file in a folder, click “Delete” under the desired document.
  • You can also edit the file name by clicking “Edit”.
Last Updated:: 9/17/25, 4:27 PM
Contributors: micah@volanosoftware.com
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