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Home > EMResource > Guide - Regional Information > Manage the Document Library


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The

The Document Library

features allow you and other EMResource users to view documents that are available to all users

 allows you to store documents in EMResource and make them available to the people in your region.

Authorized users can

You must have the appropriate permissions to add documents to the library, create and manage folders, and delete and move documents.

Note the following

The document library is structured as a hierarchy of folders and files. The top level of the library is labeled All Folders. At this level, you can have folders and files. Click the plus sign to expand a folder and click the minus sign to collapse it. Documents at this level appear under the header Uncategorized Documents.

Note:

    • You can add
documents of
    • the following types of documents: web page (.html), text file (.txt), or PDF (.pdf).
    • The maximum size of a document/file you can upload to the library is 5 MB.

To view folders and documents

To open the library, open the Regional Info menu in the main navigation bar and select Document Library. The Document Library page opens.

You can create a directory structure within your library, with folders within folders. The top level of the library is labeled All Folders. Click the plus sign to expand a folder and click the minus sign to collapse it. If the document is at the top level in the library, it appears in the Document Library page when you first open the page. If you added it to a folder, expand the folder and, if appropriate, sub-folders to view the file. Click the file to open and view it.

Refer to the following image for more information on the library and its structure:

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Element

Description

Top level of the library

The top level of the library structure has the label All Folders. Documents at this level appear under the header Uncategorized Documents.

Staffing folder

In this example, the library contains the Staffing folder, which contains two documents. A folder can also contain another folder.

To create a folder

  • From any page, open the Regional Info menu in the main navigation bar and select Document Library. The Document Library page opens.

  • Click Create a New Folder. The Create New Folder page opens.

  • Image Added

    To create a folder

    1. In the main menu, click Regional Info and then click Document Library. The Document Library page opens.
    2. Click Create a New Folder. The Create New Folder page opens.
    3. For Folder Name, enter an easily distinguishable
    In Folder Name, enter its
    1. name.
    2. If appropriate,
    in of folders so that you can easily select the top level in the library (All Folders) or any folder at any level in the hierarchy
    1. in Folder Description, enter a description.
    Select the location (All Folders or a specific folder in the Create in field).
    Tip: The Create in field shows the hierarchy
    1. For Create in, click to specify where in the hierarchy you want this folder to be located (for example, All Folders or within a subfolder).
    2. Click Save. The Document Library
     page re-opens showing the new folder
    1. page opens.

    To add a document

    From any page, open the Regional Info menu in the main navigation bar and select
    1. In the main menu, click Regional Info and then click Document Library.
    The
    1. The Document Library
    page
    1.  page opens.
    Click
    1. Click Add a New Document.
    The
    1. The Add a Document
    page
    1.  page opens.
    In
    1. For Title, enter
    the document title.
  • Do one of the following:

    • Enter the path and filename in Attached File.

    • Click Browse or Choose File. The browse window opens.

  • If you chose to browse for the file, locate
    1. an easily distinguishable name.
    2. For Attached File, click Choose File. Your browser window opens.
    3. Locate and select the file you want
    ,
    1. and
    click
    1. click Open. The window closes. The page shows the file's path and filename.
    In the
    1. For Create in
    field
    1. ,
    specify a location by selecting All Folders or a specific folder.
    1. click to specify where in the hierarchy you want this document to be located (for example, All Folders or within a subfolder).
    2. Click Save. The Document Library page opens.
    Click Save. The Document Library page re-opens. If the document is at the top level in the library, it appears in the page. If you added it to a folder, expand the folder to view the file.

    To move a document

    From any page, open the Regional Info menu in the main navigation bar and select
    1. In the main menu, click Regional Info and then click Document Library.
    The
    1. The Document Library
    page
    1.  page opens.
    2. Locate the document
    in the library structure.Click
    1. and, on that row, click Move.
    The
    1. The Move a Document
    page
    1.  page opens.
    In the
    1. For Move document to
    field
    1. , click to specify
    the location by selecting All Folders or a specific folder.Click
    1. where in the hierarchy you want this document to be located (for example, All Folders or within a subfolder).
    2. Click Move. The system moves the document
    to its new location.
    Tip: You may need
    1. to
    expand folders to see the document in
    1. its new location.

    To delete a document

    From any page, open the Regional Info menu in the main navigation bar and select
    1. In the main menu, click Regional Info and then click Document Library.
    The
    1. The Document Library
    page
    1.  page opens.
    2. Locate the document
    in the library structure.Click
    1. and, on that row, click Delete. A window opens asking you to confirm the deletion.
      Note: Keep in mind this removes the document from the region library, not just your view of the library.
    Click
    1. Click OK.

    To rename a folder

    From any page, open the Regional Info menu in the main navigation bar and select
    1. In the main menu, click Regional Info and then click Document Library.
    The
    1. The Document Library
    page
    1.  page opens.
    Click
    1. Click Rename a Folder.
    The
    1. The Select Folder to Rename
    page
    1.  page opens.
    In
    1. For Select Folder,
    select
    1. click the folder you want to rename.
    The
    1. The Edit Folder
    page
    1.  page opens.
    2. If appropriate, edit the name and/or description of the folder.
    Click
    1. Click Save.
    The
    1. The Document Library page
    re-
    1. opens.

    To delete a folder

    From any page, open the Regional Info menu in the main navigation bar and select
    1. In the main menu, click Regional Info and then click Document Library.
    The
    1. The Document Library
    page
    1.  page opens.
    Click
    1. Click Delete a Folder.
    The
    1. The Delete Folder
    page
    1.  page opens.
    From
    1. For Select Folder,
    select
    1. click the folder you want to delete.
    Do
    1. Take one of
    the following:Select the Delete documents too? check box to delete all documents and folders residing in
    1. these actions.
      • To delete all folders and documents within the folder you are deleting
    .Clear the
      • , select the Delete documents too?
    check box to
      •  checkbox.
      • To retain the
    documents and folders that currently reside in this folder. These will be
      • folders and documents within the folder you are deleting, clear the Delete documents too? checkbox.
        Note: These items are moved to the top level of the library under the
    label
      • label Uncategorized Documents.
    Click
    1. Click Delete.
    The
    1. The Document Library page
    re-
    1. opens
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