File Library Overview

This feature is available in the Client Connect module.​


As the building blocks of Document Folders, files are automatically added to the file library when a document is approved. Users who have Document Admin capability can add, delete and update files in the File Library.


The purpose of the file library is to get a 360-degree view of a file. You can see which document folders the selected file is in and even update the file across multiple document folders. 

File Library Key Features 

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  1. Upload Files to File Library
  2. Select Files to Create Document Folders
  3. Track Document Folders for a Selected File
  4. Update Files across Multiple Document Folders
  5. View Recipients of a File
  6. Add Tags to a File
  7. Filter Files with Tags

Who can access the File Library?

Only users who have the Document Admin capability checked will have permission to access the File Library.