Manage your library documents

View your personal documents

1. Click "Configuration" then click "Library" under Documents options in Personal Configuration section.

   
2. In case you are logged in as an Enterprise user, select "Personal" from the "Type" drop down available at top-right of the screen.

   The "Folder" drop down can be used if you want to view personal documents added to a specific folder. The "Folder" drop down will appear, if there is at least one personal library document folder created. Your personal documents will be listed. The document with a configured template will be showing the template name next to it.

   

View your enterprise documents (applicable to enterprise users only)

1. Click "Configuration" then click "Library" under Documents options in Personal Configuration section.

2. Select "Enterprise" from the drop down available at top-right of the screen. The "Folder" drop down can be used if you want to view enterprise documents added to a specific folder. The "Folder" drop down will appear, if there is at least one enterprise library document folder created. The document with a configured template will be showing the template name next to it.

   

Add a new (personal) document

1. Click "Configuration" then click "Library" under Documents options in Personal Configuration section.

2. In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top-right drop down of the screen.

3. Click "Add document" button.

   
4. Browse your document(s) from your system to upload. You can also drag and drop your document(s) to the right panel.

5. (Optionally) you can select a folder for each document to move in to. Your personal library document folders will only be listed in the drop down, if there is at least one personal library document folder created. (Optionally) you can also select a template for each document to apply pre-configured workflow settings on it. Your personal templates (and enterprise templates in case you are an enterprise user) will be listed in the drop down.

   
6. Click the "Upload" button.

Edit your personal document

1. Click "Configuration" then click "Library" under Documents options in Personal Configuration section.

2. In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top-right drop down of the screen.

3. Select the desired document and click "Edit" button in the right panel.

   
4. Edit the required content i.e. Document name, Template or Folder.

   
5. Click the "Save" button.

Move your personal document

1. Click "Configuration" then click "Library" under Documents options in Personal Configuration section.

2. In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top-right drop down of the screen.

3. Select the desired document and click "Move to folder" button in the right panel.

   
4. Select the folder into which you want to move the document and click the "Move" button. If you want to create a new folder, click on the "New Folder" button.

   

Delete your personal document

1. Click "Configuration" then click "Library" under Documents options in Personal Configuration section.

2. In case you are logged in as an Enterprise user, ensure "Personal" is selected from the top-right drop down of the screen.

3. Select the desired document and click "Delete" button in the right panel.

   
4. Click "Delete" in the confirmation dialogue.