organizing-the-company-library

Items in the Company Library are organized in a folder structure to help you keep track of your corporate documents and notes. Folders; documents; hyperlinks; and notes are listed in alphabetical order in the Company Library. You can create new folders and move existing documents; hyperlinks; and notes to other folders to organize this.

Add a Folder to the Company Library

1. In the Company Library page; click on the parent folder that you want to add the new folder to.

– or –

To add the folder at the root level; click the Company Library folder.

1. In the toolbar; click Add Folder.
2. Enter the name for the new folder; and click Save.

Move an Item in the Company Library

1. In the Company Library page; click the checkbox next to the document; note; hyperlink; or folder that you want to move.

You can select multiple documents; notes; hyperlinks; and folders to move a number of items to the same destination folder.

1. In the toolbar; click the Move To icon.
2. In the Folder name drop-down list; select the destination folder.

To move the item to the root level; select the Company Library folder.

1. Click Save.
2. If necessary; click OK at the prompt to confirm that you want to move all selected items.

Add a document to the Company Library

The Company Library can store many different file types. Provided that your system administrator has given you access to the Company Library; you can add documents as either private or public entries. While adding the document; you browse to an existing file on your hard drive or network.

1. In the Company Library page; click on the folder to which you want to add the document.
2. In the toolbar; click Add document.
3. Click Browse to select a file.
4. Locate the file; and click Open.
5. Specify a Name; Category; Full access; and Read access for the document.
6. Click Save.

• If a document with the specified name already exists in the selected folder; you are prompted with a message asking if you want to replace the existing document.

Click Yes to replace the existing document; or click No to keep the existing document.

Add a Note to the Company Library

You can add plain text notes to the Company Library. Write the content of the note directly in the Company Library page while adding the note.

1. In the Company Library page; click on the folder to which you want to add the note.
2. In the toolbar; click Add Note.
3. Type the content of the note in the text box at the bottom of the dialog box.
4. Specify a Name; Category; Full access; and Read access for the note.
5. Click Save.

Add a Hyperlink to the Company Library

You can add hyperlinks to the Company Library. Hyperlinks point to documents stored outside of the Address Book. Hyperlinks record links to any locations that can be expressed as URLs.

1. In the Company Library page; click on the folder you want to add the hyperlink to.
2. In the toolbar; click Hyperlink.
3. In the Name field; enter a name to refer to the document.
4. In the Hyperlink field; enter the URL of the document.
5. Specify a Name; Category; Full access; and Read access for the hyperlink.
6. Click Save.