Document Library Tutorial

DOCUMENT LIBRARY (March 31, 2022)

This is a document repository where members of the community can share view, post, edit and download documents and other digital assets up to 100 MB. 

 Adding a File

  1. Select Document Library from the Navigation Menu on the left.
  2. Select a folder within the document library, if appropriate.
  3. Hover over the document library header.
  4. Select the plus sign (+) when it appears on the right side, click File Upload.
  5. Select Choose File.
  6. Browse your computer or network drive for the file to be added.
  7. Select the file and click Open.
  • Important: remove any special characters from the file name prior to uploading
  1. The document name will populate the Title.
  • Important: remove any special characters from the Title prior to publishing
  1. Add a Description, Categorization Tag and Related Asset if desired (these are not required).
  2. Click Publish.
  3. You will receive a SUCCESS notification.

 Adding Multiple Files

When adding multiple files at one time, members can either select the files or drag and drop files from their location.

  1. Select a folder within the document library, if appropriate
  2. Hover over the document library header.
  3. Select the plus sign (+) when it appears on the right side, click Multiple Files Upload.
  4. Click on Select Files.
  5. Browse your computer or network drive for the files to be added.
  • Important: remove any special characters from the file name prior to uploading
  1. Select the files and click Open.
  2. Add a Description, Categorization Tag and Related Asset if desired (these are not required).
  3.  Click Publish.
  4. You will receive a SUCCESS notification.

Sorting Files 

Files can be Filtered by MINE.  Files can be sorted by Size, Downloads, Modified Date, Create Date or Title, in Ascending or Descending order, using the arrows at the top of the library.

 

Download/Open a File

From the Notification

As digital assets are posted the document library, Members will receive a notification email including a link to the document. Simply click on the link to download and view the document(s)

 From the Document Library

  1. Navigate to the Document library. 
  2. Select the file you want to download. 
  3. Click on the vertical ellipsis to the right of the document name.
  4. Select Download.

OR

  1. You can open a file by clicking on the file name.

 

File Editing and Version Control

  1. Locate the file to be edited
  2. Click on the vertical ellipsis, select Checkout
  3. Click on the vertical ellipsis again and select Download
  4. Select Open File
  5. Make necessary changes and Save to a Local Drive.
  6. Important, please make sure no special characters are included in the name of the file when saving.
  7. Return to the Document Library
  8. Click on the vertical ellipsis, select Edit
  9. Browse to locate the edited file.
  10. Click on Save and Check In
  11. Select Major or Minor version,
  12. Include version notes, if applicable
  13. Click on Save
  14. You will receive a SUCCESS notification.

 

View File Details

  1. Click on the vertical ellipsis.
  2. Click View details, select Info and details will appear to the right (Posted by, Version, modified date, size, etc.).

Delete a File From a Folder

  1. From the folder, select the document(s) that you would like to remove by checking the box.
  2. Select the garbage can icon at the top.

Or 

  1. Locate the file you want to delete.
  2. Click on the vertical ellipsis and select Move to Recycle Bin.
  3. You will receive a SUCCESS notification.