Creating and working with a file library
To view the file library, click the ‘Contract settings’ section in the top navigation and then ‘File library’.
Adding a new file
Add a new document to the file:
Select files from your desktop or drag files to window.
View documents
The details are listed under ‘Contract settings” -> ‘File library’. The sorting order may be changed under ‘Rearrange’.
Alphabetically (A-Z)
Alphabetically (Z-A)
Newest first
Oldest first
Last modified first
File preview
Select a file and click ‘Click to view’. The file will be saved to your desktop.
Editing file metadata:
The edit feature allows you to define basic data, metadata and permissions for the file. Select a file and click ‘Edit additional info’.
Given name
Description
Edit the desired sections and click ‘Save’ or click ‘Metadata’ to add metadata
Priviledges:
Add user
Click ‘Add user’ to add individual users. Select the correct user from the resulting window and click ‘Select’
Add organisation unit
Click ‘Add organisation unit’ to add an organisation unit. Select the relevant organisation units from the list and click ‘Select’
Add user group
Click ‘Add user group’ to add a user group. Select the relevant user groups and click 'Select’
Click ‘Add organisation unit’ or ‘Add user group’ to add an organisation unit or a user group. Select the relevant organisation unit/group from the list and click ‘Select’
Permissions inherited to subunits
If this option is selected, permissions will be inherited to subunits
To delete user privileges from the contract template, click the red cross after the name.
Removing a file
Click ‘Remove’ from the menu.
Are you sure you want to remove the selected item?
OK
Cancel
Search for files
Use the search feature to search for uploaded files.