Document Libraries

Document Libraries are used to store documents for the project.

IMPORTANT:

All tasks are based on the security for the user.


  • To create a new document from a template, click on the appropriate document library (for example, Internal Documents from the Documents menu)

    ▪ Click on the folder where you would like the new document saved. (e.g. 02. Budget)
    ▪ Click +New
    ▪ Click on the template.

    ▪ Rename the template and Save

  • To upload a new document, first open the appropriate document library

    ▪ Click on the folder where you would like the new document saved
    ▪ Click Upload
    ▪ Click Files
    ▪ Find the file on your PC that you would like to upload.
    ▪ Highlight the file name
    ▪ Click Open

  • To move files, first click on the appropriate document library .

    ▪ Click on a folder (e.g. 01. CP Strategy)
    ▪ Click on a document that you would like to move
    ▪ Click on the 3 dots then select Move to

    ▪ Choose a destination folder and then Move here

  • To copy files, first click on the appropriate document library .

    ▪ Click on a folder (e.g. 01 Budget)
    ▪ Click on a document that you would like to move
    ▪ Click on the 3 dots then select Copy to

    ▪ Choose a destination folder and then Copy here

  • To delete files, first click on the appropriate document library .

    ▪ Click on a folder (e.g. 01. CP Strategy)
    ▪ Click on a document that you would like to move
    ▪ Click on the 3 dots then select Delete

    ▪ Click on Delete when the confirmation pops up

  • To create folders, first click on the appropriate document library .

    ▪ Click +New
    ▪ Click Folder

    ▪ Type the name of your folder
    ▪ Click Create

  • To rename folders, first click on the appropriate document library .

    ▪ Click the 3 dots to the right of the folder you would like to rename.
    ▪ Click Rename

    ▪ Type the new name for the folder
    ▪ Click Rename

  • To delete folders, first click on the appropriate document library .

    ▪ Click the 3 dots to the right of the folder you would like to delete.
    ▪ Click Delete

    ▪ A pop up will ask you to confirm the folder deletion. Click Delete

  • To upload documents to a library, click on the appropriate module within the project.

    ▪ If there are folders within the module, click on the appropriate folder

    ▪ Click Upload and select Files to add your bid documents and/or folders. (Note: You can also use OneDrive to Sync or drag and drop folders/files.) Watch our video on Syncing Libraries
    ▪ Browse to the location of the file(s) you would like to upload for your bid, select the files (you can have multiple files selected) and click on Open.

    ▪ You will get a message on the screen that the documents uploaded.

  • To add additional metadata information, select the appropriate document by clicking to the left of the Document Name

    ▪ Click Upload and select Files to add your bid documents and/or folders.
    ▪ Browse to the location of the file(s) you would like to upload for your bid, select the files (you can have multiple files selected) and click on Open.

    Note:

    You can also use OneDrive to Sync or drag and drop folders/files. Watch our video on Syncing Libraries.

    ▪ Click the informational icon in the top right corner.

    ▪ Click Edit All and enter the appropriate information

    ▪ Click Save when complete

    IMPORTANT:

    For additional information on Document Libraries, watch our video

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