Where to find the Document Library

The Document Library is your central repository for storing and organizing organizational documents.

Navigation Path

From the main menu: Workflow & Productivity > 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.