How to Add a Document to the Library

Access the Library

• Navigate to Community → Library.

Select a Library Section

• Under Library Sections, find and click the section where you want to add the document.

Add a Document

• Click Add Documents to this Section in the top-right corner.

Set Document Type

• The document Type will be preselected based on the section you chose.
• If needed, you can change the Type or add an optional Sub-Type.

Define Access and Settings

• Who can access the document? (Required) – Select the appropriate access level.
• Language (Required) – Choose the language for the document.
• Related to a Facility? (Optional) – If the document is linked to a facility, select it from the Unit/Facility dropdown under Related To.

Upload or Link the Document

• Under Document/Link Reference, choose one of the following:
  • Upload a Document – Select Document, then click Choose File to upload.
  • Add a Link – Click Link and enter the URL.

Set an Expiration Date (Optional)

• If needed, set an expiration date. The document or link will become inactive after the selected date.

Add Document Details

• Title – Enter a name for the document.
• Description – Provide a brief description of the document’s purpose.

Notify Others (Optional)

• Under Broadcast this to others, choose who should be notified by email.
• To attach the document to the email, select the checkbox.