Manage documents

  1. Verify active members and the workspace objective.

  2. Choose a current file authorized for all affected members.

  3. Add it with a clear name and wait for the final upload state.

  4. Open or download the file to confirm the correct version.

  5. Remove an outdated document only after checking retention needs.

Library scope

The library belongs to the workspace. It does not automatically replace a project space’s governed document library or grant file access beyond authorized members.

Practical guidance

The library appears for a saved resource when collaboration-library access is enabled. Upload and linking are separate stages; wait for the item to appear in the list. Inspect its title and file before using it as an authoritative reference.

Advanced tips

Use distinct version names and remove superseded material only after your retention review. If an upload reports an error, inspect the library before retrying so you do not create duplicate references to the same file.