The Document Library is your central repository for storing and organizing organizational documents.
Navigation Path
From the main menu: Operations > Document Library
What You Will Find
- Search: Find documents by title
- Filter: Narrow by category, department, or creator
- Add New: Upload a new document
- Categories: Browse documents by category
Document Information
Each document displays:
- Document Title
- Description
- Category
- Date Created
- Created By
Quick Actions
- Click to download or view a document
- Click the edit icon to update document details
- Click the X icon to delete a document
Related Documents
Documents can also be attached to specific records (events, grants, projects, etc.) through their Related Files tabs.