All about the documents feature
Updated over a week ago
  • What is it?

A document library is a feature that allows storing and managing documents. By creating several libraries, you can organize the access to your resources.

  • How does it work?

A library is a space. Then, each member can access its content. You can organize documents by creating folders inside a library.

Also, permission profiles define who can edit those files. Those rights can be attributed for one specific file by adding a "collaborator".

If you want to create a library, a folder and a document, follow this article for more details: How do I create a library, a folder and a document?

  • Few tips:

    • A document stored in a shared library can be reused by other features (Training programs, coaching sessions...). This allows, for example, to give to training participants an access to that file, and keep centralizing its administration, so facilitating the update (When replacing this document, the training program will be automatically updated).

    • When you upload a new document from another feature, you can choose to store it in a specific library in order to reuse it.

    • Each group has its own document library in order to easily find back documents that are shared.

If you want to duplicate, archive or delete a document library, here's how: How do I duplicate, archive or delete a document library?

To download a document from the Incenteev library, follow this article: How do I download a document (image, pdf, etc.) from the "Documents" feature?

We hope this functionality has proven to be as useful to you, as it has been to us!

😀 See you soon on Incenteev 😀

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