Document Libraries

Document Libraries are a core feature of VPO which allow you to create, store, share, and collaborate on files. These libraries in include Design Documents, Internal Documents, Drawings & Specs, and others, depending on your organization's customizations.

Note that your abilities to create, edit, and delete files may vary according to your permission level in the project.

  1. To create or upload files:

    - To create a new file, click New and select the file type you want to create - Word, Excel, PowerPoint, OneNote, Forms, Visio drawings, or links to files. This automatically opens an Office 365 app in your browser.

    - To upload existing files, click Upload. You can upload multiple files or folders at once from your device or OneDrive. You can also upload by dragging and dropping files from your device to the Document Library. 

  2. To create a templated document:

    - In Document Libraries where each document uses the same format (for example, Meeting Minutes), you can create a new document based on the template from the New menu. This automatically opens an Office 365 app in your browser.

    - To request a template be added or modified, contact your VPO Solution Consultant. 
  3. To move, copy, or delete files:

    Right click on the files and select Move To, Copy To, or Delete. If moving or copying, you can choose a destination folder or create a new folder. You can also move or copy by dragging and dropping files across libraries.

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