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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



File and Folder ActionsImage 16-04-2026 at 3.13 PM

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