Document Libraries are used to store documents for the project.
IMPORTANT:
All tasks are based on the security for the user.
Quick Links
Use the links to quickly jump to th steps in the article below.
- 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