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Document Library

The Document Library is a shared file repository for your organization. Use it to store policy documents, training materials, SOPs, and any other files your team needs.

Navigating Folders

The left panel shows a folder tree. Click a folder to see its contents in the main panel. The breadcrumb trail at the top shows your current location in the folder hierarchy.

Uploading Files

  1. Navigate to the folder where you want to upload.
  2. Click Add File.
  3. Select the file from your computer.
  4. The file appears in the folder immediately.

Warning

Only users with the Admin role can add or delete files and folders.

Creating Folders

  1. Click Add Folder in the left panel (or within the main panel).
  2. Enter a name for the folder.
  3. Click Save.

Editing and Deleting

Admins can rename or delete folders using the Update Folder and Delete Folder buttons that appear when a folder is selected. Deleted folders and files go to a trash state before being permanently removed — use Restore Folder to recover them or Empty Trash to permanently delete.

Last Updated:: 6/12/26, 4:12 PM
Contributors: Johnathon Lueth
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