* Note that Document Library is an optional module that can be purchased. You may not have access to this module on your system.
The Document Library is a repository for documents that you want share with other users. You can create folders and add files to the system for other users to view and download. Another way of adding documents to the library is to export sent messages from the Messaging module.
Access to folders and files within the library is determined by user permissions.
To access Document Library, go to Documents: Document Library. The following page opens.
Choosing to export sent messages to the Document Library creates a new folder, named Sent Messages, and folders for exported messages are saved within that folder. Messages are saved in comma separated values (.csv) and portable document format (.pdf) files within the message folder. Additional folders for each message container are also saved within the message folder, and the message files are nested within these folders.
To quickly locate files within the Document Library, use the search bar on the right of page header. Enter the alias, filename, or author that you want to locate, and click the search icon.