General Documents - How to Add, Replace, & Delete

This article will cover how to add, replace and delete general documents.

The purpose of the general document library is to store company documents.

 

  • The first step is to access the General Document Library.
  • In the navigation bar on the top right corner, select your name.

  • A drop-down menu will appear.
  • Once, in the dropdown menu
  • Select the "Administration" link.

  • You will now land on the Administration Control Panel page 
  • Under the "Templates & Document Library" column select "General Document Library".

  • After you have selected the link you will now land on "General Document Library" page. This page allows you to add, replace and delete general company documents.

To upload a new file into the library

  1. Insert a title in the box below "Document Title".
  2. Choose the file you would like to upload into the library.
  3. Once you are satisfied with the document file and title you can now click on the blue "Upload" button.

To replace a file

  1. Find the file you would like to replace
  2. Select the "Replace" link in the same row.
  3. it will now instruct you to follow the instructions below to upload the new file
  4. Once satisfied with the Document title and file select the blue "Upload" button.

(Example Photo of when the "Replace" button is selected)

How to delete a document in the General Document library

  1. Find the file you would like to delete
  2. On the right side of the file, there is a delete option with a trash can on the side of it.
  3. After you have selected the delete button a confirmation prompt will appear to confirm the delete.

(Below is a picture example of when delete is selected.)

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