Working with the Library

The Library is a central repository for company information (in the form of documents, URLs, and so on) that provides an easy way to distribute information to remote users. Files are organized into folders and sorted by name. Click the column headings to sort the library files list.

Using the application Web Client, you can request and download a Library file when you require it. The Library displays the file name, size, creation, revision and expiration dates, and a brief description of the file.

The company library include product information, policies and procedures, presentations, Web addresses, and so forth.

Note: Only the administrator and an administrative user can add files to the Library.

To access the Library, click Library on the Navigation Bar.

You can perform these tasks related to Library:

  • Download a Library file:
    1. Click the "+" signs to expand the folder that contains the file you require to access from the tree view.
    2. Click the File name of the file you require to download from the list.
    3. Do one of the following:
      • View the file.
      • Save the file.
      Note: 
      • If your browser displays the file instead of saving it to a location on your computer, change your default browser settings to automatically save files instead of opening them. Alternatively, press [Shift] and click the link to download without opening all files except for those with the extension HTML. HTML files are displayed in another window.
      • The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?
  • Send a library file in an email
    • Select the library file that you require to send.
    • Click Send via Email.
    • Click Keep if prompted.
    • Click the .eml file to view the email message with the attachment file attached.
    • Complete the To, Subject, and add any text to the body, and then send your message.
  • Add a document to Library:
    1. Select the folder under which you require to add the item.
    2. Click Add Files.
    3. Select the file(s) you require to add.
    4. Click Open.
  • Add a document to the Library using drag and drop:
    Note: You do not have access rights to this feature. For more information, please contact your administrator. See Access Rights
    1. Browse to the file you require to add.
    2. Click Library on the Navigation Bar.
    3. Click the "+" signs to expand the folder to the location where you require to add the file in the tree view.
    4. Drag the file and drop it on the Library view.
    5. Specify a description for the file if the default description is not clear in the Description field.
    6. Click OK.
    Note:  You cannot drag and drop a folder and its contents to the Library. You can only drag and drop individual files.
  • Modify Library File Properties. See Viewing or setting Document properties
  • Add a Library folder. See Adding a Library folder
  • Rename a Library folder. See Renaming a Library folder
  • Delete a Library folder. See Deleting a Library folder