How to Use the Document Library
What Is the Document Library? The Documents section provides a company-wide file library. Store policies, handbooks, templates, or any reference material that your team needs access to.
Key Actions
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Create folders — click New Folder, enter a name, and confirm.
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Upload files — click Upload or drag-and-drop files into the viewer.
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Navigate — use the breadcrumb trail at the top to move between folders.
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Search — type in the search bar to find files and folders by name.
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Switch views — toggle between list and grid layouts. In grid mode, use the size slider to adjust thumbnail size.
File and Folder Actions
Right-click (or use the menu icon) on any item to access:
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Open / Download (files)
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Rename
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Move to another folder
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Change colour (folders only)
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Delete