The Document Library allows users to upload documents into Iasta SmartSource for storage and future use. This way, all documents, along with any revisions, can be stored in the same location. You can also create different user permissions, or access levels, for each document.

The following types of documents and templates are stored in the Document Library and organized into the appropriate folders in the Categories tree:

• Documents
• Document Templates (For more information about how to use document templates, refer to Documents.)
• Survey Templates (For more information about how to use survey templates, refer to Surveys (RFx).)
• E-mail Templates

The Document Library enables you to:

• Organize documents and templates
• Add documents and set document permissions
• Edit document and template properties
• Revise documents and document properties
• Search documents
• Edit document templates

»To open the Document Library

Select and expand the connection in the Connections and Projects tree and click the Document Library button on the toolbar to open the Document Library.

Document Library Window

Related Topics

Organizing Documents and Templates

Adding a Document

Editing Document and Template Properties

Revising a Document

Searching Documents

Editing a Template