Navigating the Library Tab

The Library Tab is a placeholder for your organization's Library Items and fillable Forms on two subtabs, Binders and Forms.

Binders organize collections of Library Items, which could be anything from a set of trainings to your company's Employee Handbook. Binders are separated into Folders that contain Library Items, such as policies, guidelines, trainings, CompliView videos and other documents. Users may browse through your organization's Library or use the search tool to find a specific Library Item.

Forms are fillable within a set of Folders. From the Forms page you could either browse through your organization's Library of Forms or use the Start a Form search tool to find a specific form. You can also start forms from the Home Page. Please review related articles on how to Start a Form and Edit an Activity Template to add a Form to the Forms Library, manage which groups can to start a form or even distribute the form to a group of users.

Related Articles

• Navigating Library Administration for users in the Customer Super Admin role who need a more extensive interface for managing Binders, Folders and Library Items.