--- title: How to Use the Document Library description: How to Use the Document Library --- [Skip to content](https://help.jointimecloud.com/how-to-use-the-document-library#main-content) [Contact us](https://help.jointimecloud.com/kb-tickets/new?hsLang=en) [![Timecloud-Logo-600-2](https://help.jointimecloud.com/hs-fs/hubfs/Timecloud-Logo-600-2.png?width=200&height=40&name=Timecloud-Logo-600-2.png)](https://help.jointimecloud.com/?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.jointimecloud.com/kb-tickets/new) - [Go to app.jointimecloud.com](https://app.jointimecloud.com/) [Go to app.jointimecloud.com](https://app.jointimecloud.com/) Got questions? Ask away - There are no suggestions because the search field is empty. 1. [Service Portal](https://help.jointimecloud.com/?hsLang=en) 2. [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en) # 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** - **Create folders** — click **New Folder** in the page header, enter a name, and confirm. - **Upload files** — click **Upload** in the page header, or drag-and-drop files into the viewer. - **Navigate folders** — click a folder to open it. To return to the root level, navigate back to the **Documents** page. - **Search** — type in the search bar to find files and folders by name. - **Switch views** — toggle between **list** and **grid** layouts. In grid mode, use the size slider in the toolbar to adjust thumbnail size. ![Image 16-04-2026 at 3.11 PM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2016-04-2026%20at%203.11%20PM.jpeg?width=670&height=363&name=Image%2016-04-2026%20at%203.11%20PM.jpeg) --- #### **File and Folder Actions![Image 16-04-2026 at 3.13 PM](https://help.jointimecloud.com/hs-fs/hubfs/Image%2016-04-2026%20at%203.13%20PM.jpeg?width=142&height=309&name=Image%2016-04-2026%20at%203.13%20PM.jpeg)** Right-click (or use the menu icon) on any item to access: - **Open** / **Download** (files) - **Rename** - **Move** to another folder - **Change colour** (folders only) - **Delete** --- #### **Forms Folder** **Forms Folder**   A read-only **Forms** folder appears automatically in your Document Library. It gives you a convenient way to browse and download completed form submissions without leaving the Documents section. **What's Inside**   The Forms folder organises submitted forms into a tidy hierarchy: - **Forms** (top level) - **Group folders** — one folder per form group (e.g. "Safety", "Induction"). Forms without a group appear under **Ungrouped**. - **Form template folders** — inside each group, one folder per form template that has at least one submission. - **Submission folders** — inside each template, one folder per individual submission, named with the date and the submitter's name. Each submission folder contains: - A **PDF export** of the completed form (generated on demand when you open or download it). - Any **file attachments** that were uploaded as part of the submission. **How to Use It** - **Browse** — open the **Forms** folder from the root of the Document Library, then drill down through groups, templates, and submissions. - **Open a PDF** — click a submission PDF to view it in a new tab. A loading spinner appears while the PDF is generated. - **Download** — hover over a file and click the download icon, or use the right-click menu. - **Breadcrumb navigation** — use the breadcrumb trail at the top to jump back to any level in the Forms hierarchy. **Good to Know** - The Forms folder is **read-only**. You cannot upload, rename, move, or delete items inside it. - The **New Folder** and **Upload** buttons are hidden while you are inside the Forms folder. - Items inside the Forms folder cannot be dragged to other folders. - Only submissions you have permission to view will appear. - [Account & Security](https://help.jointimecloud.com/account-security?hsLang=en) - [Attendance & Timesheets](https://help.jointimecloud.com/attendance-timesheets?hsLang=en) - [Award Interpretation](https://help.jointimecloud.com/award-interpretation?hsLang=en) - [Biometric Scanners](https://help.jointimecloud.com/biometric-scanners?hsLang=en) - [Employees](https://help.jointimecloud.com/employees?hsLang=en) - [Forms & Checklists](https://help.jointimecloud.com/forms-checklists?hsLang=en) - [Geofencing](https://help.jointimecloud.com/geofencing?hsLang=en) - [Human Resources](https://help.jointimecloud.com/human-resources?hsLang=en#main-content) - [Organisation View](https://help.jointimecloud.com/human-resources?hsLang=en#organisation-view) - [Integrations](https://help.jointimecloud.com/integrations?hsLang=en) - [Job Tracking](https://help.jointimecloud.com/job-tracking?hsLang=en) - [Leave Management](https://help.jointimecloud.com/leave-management?hsLang=en) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#main-content) - [Kiosk](https://help.jointimecloud.com/mobile-app?hsLang=en#kiosk) - [Mobile App](https://help.jointimecloud.com/mobile-app?hsLang=en#mobile-app) - [Payroll](https://help.jointimecloud.com/payroll?hsLang=en#main-content) - [Xero](https://help.jointimecloud.com/payroll?hsLang=en#xero) - [iPayroll](https://help.jointimecloud.com/payroll?hsLang=en#ipayroll) - [MYOB](https://help.jointimecloud.com/payroll?hsLang=en#myob) - [Smartly](https://help.jointimecloud.com/payroll?hsLang=en#smartly) - [Reporting](https://help.jointimecloud.com/reporting?hsLang=en) - [Roster](https://help.jointimecloud.com/roster?hsLang=en) - [Settings](https://help.jointimecloud.com/settings?hsLang=en) - [Shifts](https://help.jointimecloud.com/shifts?hsLang=en) - [Time Clock](https://help.jointimecloud.com/time-clock?hsLang=en) - [Dashboard](https://help.jointimecloud.com/dashboard?hsLang=en) Service Desk Copyright © 2025, Timecloud Ltd