Managing the Document Library

This article is for Administrators or members who have “Document Administrator” role access activated in their member profile.

Video Help

About the Document Library

The Document Library is a basic file storage tool. Members can view and download files within the Document Library. They can neither edit nor delete files.

Document Administrators can create/rename/delete folders and upload/rename/move/delete files within any given folder. Administrators can also restrict access to any folder by:

• Position
• Member / Career Type
• Individual Members

The maximum allowed total file size is 100 MB. If your organization is exceeding this, please contact our Support Team.

To locate the Document Library, navigate to “Document Library” on the main navigation bar within eSchedule.

Creating a Folder

1. Click “Create Folder”.
2. Enter the name of the folder in the “Folder Name” box. If desired, a description may be entered (will be displayed at the top of the file list once created).
3. Note: You can create up to 3 levels of “nested” folders.

Updating a Folder

1. Click on the folder you wish to update.
2. Click “Update”.
3. Make any necessary updates.
4. Click “Submit”.

Deleting a Folder

1. Click on the folder you wish to delete.
2. Click “Delete”.
3. Click “Ok”. IMPORTANT: This will delete the folder, all documents within the folder as well as the contents of any nested sub-folders. Use caution!

Security Settings — Folder

1. Choose the folder you want to work with.
2. Click “Security”.
3. Update the security preferences as needed.
4. Clicking the “+/-” icon next to any “Position” will expand the list to include additional options.
5. You can allow access to the folder by any combination of Position Types, Member Types and/or individual members.
6. Click “Submit”.
7. Note: You can remove access to all by selecting “Clear All” at the bottom of the page.

Uploading a File

1. Click on the folder for which you want to upload the file.
2. Click “Upload”.
3. Click “Choose File”. Locate the file you wish to upload on your device. Any file type is acceptable (PDF is recommended, however).
4. Click “Upload”.
5. If necessary, rename the document by updating the “Document Title” box.
6. If necessary, enter a description for the file in the “Document Description” box.
7. Click “Submit”.
8. If desired, you can move this file to a different folder prior to clicking “Submit”.

Updating a File

1. Click on the folder that contains the file you wish to work with.
2. Locate the file.
3. Click “Update”.
4. Make any necessary updates.
5. Click “Submit”.

Deleting a File

1. Click on the folder that contains the file you wish to work with.
2. Locate the file.
3. Click “Delete”.
4. Click “Ok”.