Explanation of the basic elements of the Library Module
The Library module acts as your central hub for all files associated with your Chekhub projects. This guide is an overview of the module which is designed to streamline your workflow and keep your documents meticulously organized. It offers a user-friendly interface for:
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File Organization: Create folders with clear and descriptive names to categorize your files logically. By organizing your files into well-named folders, you can easily navigate and manage your documents, images, spreadsheets, and other file types.
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Effortless File Storage: Upload and store a wide variety of file formats with ease. The Chekhub Library Module supports documents, images, spreadsheets, presentations, PDFs, and more. Whether you are storing project plans, marketing materials, reports, or design files, the process is streamlined to save you time and effort.
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Powerful Search Functionality: Locate specific files quickly and efficiently using the built-in search function. With advanced filtering options, you can search by file name, type, or even keywords within the document content. This search capability ensures that you can find exactly what you are looking for in seconds, even if you have a vast library of files.
By leveraging the Library module, you can transform your Chekhub experience into a haven of organization, boosting your productivity and fostering seamless collaboration.
* The attachment field is limited to 50MB per attachment. File types supported include: doc, dot, docx, docb, wbk, docm, dotm, ppt, pot, pps, pptx, potm, potx, ppsm, ppsx, pptm, xls, xlt, xltx, xlsx, xlsm, xlsxm, xlsb, xltm, xlw, ai, gif, jpeg, jpg, png, svg, tif, bmp, psd, svg, mp4, mov, mpg, mpeg, webm, mp3, m4p, m4a, wav, wma, mmf, msv, aiff, aif, mid, midi, ogg, csv, pdf, key, xml, txt, zip, eml
Add Files to the Document Library
The Chekhub Library Module offers several ways to integrate files seamlessly for your Assets, Locations, and Checklists. Here's a step-by-step guide:
- Uploading a File:
- Locate and select the Upload File button in the top right corner of your screen. A window will appear prompting you to choose between two different methods of uploading:
- Drag-and-Drop Method:
- Locate the file you want to upload on your computer.
- Click and drag the file directly onto the Chekhub Library module window.
- Release the mouse button to upload the file.
- Update the name, add a description, or change the folder location or owner of the file as needed.
- Click the check mark in the top right to save your file.
- Manual Upload:
- Click the Upload button located within the Library module interface.
- A file selection window will appear on your computer screen.
- Navigate to the file you want to upload, select it, then click Open.
- Update the name, add a description, or change the folder location or owner of the file as needed.
- Click the check mark in the top right to save your file.
- Creating Links:
- Locate and select the Upload File button in the top right corner of your screen. A window will appear prompting you to enter information about the link you wish to add to your library, including: Name, URL, Description, Owner, Folder, Tags.
- Additional Information:
- The essential details needed to upload a link to your library are the name, URL, and folder.
Once you have finished entering all of your link's information, select the checkmark to save.
Bulk Uploading Files
The Chekhub Library offers a convenient bulk upload feature, allowing you to transfer multiple files at once. This feature saves time and ensures that your files are quickly and efficiently added to your library. Follow these steps to bulk upload files:
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Navigate to the Library Module:
- Open the Chekhub Library from your dashboard.
- Locate Folder
- Find the folder you wish to upload your files to and locate the upload files button in the header.
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Choose Your Files:
- A file selection window will appear. You can either drag and drop your files into this window or click "Select Files" to navigate through your folders and select the files you wish to upload.
- Once you have selected the file you want to upload, click "Open" to start the transfer process.
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Organize Your Files:
- After the upload is complete, you can organize your files within the Library. Use folders, tags, and filters to keep your files easily accessible and well-ordered.
- Also, you can choose to draft your files or immediately publish them to your folder.
Tips for Bulk Uploading
- File Naming Conventions: Ensure your files are named appropriately before uploading. This will help maintain organization and make it easier to locate files later.
- File Size and Type: Check the file size and type restrictions before uploading. Large files may take longer to upload, and certain file types may not be supported.
Creating Folders
Organizing your files is simple with Chekhub’s Document Library. By creating folders, you can efficiently store and categorize important documents, making it easier for your team to locate and manage resources.
- Access the Library Module:
- Log in to your Chekhub account and navigate to the Library module from the main dashboard.
- Locate the Create Folder Option:
- Once in the Library module, navigate to the left-hand panel and find the "Create Folder" button.
- Enter Folder Details:
- A window will appear prompting you to enter the core information for your new folder. The essential information needed includes the folder name and its location.
- A window will appear prompting you to enter the core information for your new folder. The essential information needed includes the folder name and its location.
- Set Folder Location
- Choose the parent directory or folder where you want the new folder to be nested. This helps in maintaining a logical and organized folder structure.
- Additional Details:
- Tags: If applicable, add tags to your folder to make it easier to find through search and filtering options.
- Owner: Assign ownership by choosing which member of your organization will own the folder
- Access Permissions: Specify who has access to the folder, ensuring proper permissions are set.
- Save the Folder:
- Once all the necessary details are filled out, click the check mark or "Save" button to create your folder.
- Verify Folder Creation:
- Check the Library module to ensure your new folder has been created and appears in the desired location.
- Organize Your Files:
- Start adding files to your new folder by either uploading new files or moving existing ones into the folder to keep your library organized.