Document libraries can be used to house documents for reference when required in the system. Engage users can also use Document libraries for use in Proposals.
There are two types of document libraries:
Agency Document Libraries
Managed by the agency and only accessibly the agencyBrand Document Libraries
Managed by Brand Administrators, accessible by agencies within the brand for download only. Agencies do not have access to upload to Brand Document libraries.
Uploading Agency Documents
Go to Agency Admin > Document Libraries
If the library you wish to upload to exists, click into the library
If the library does not already exist, click Create
Enter a Title for the library. E.g. Advertising References & Checklists
Click Create Asset Library
Click the library that’s been created (0 Attachments)
You can now upload documents by either dragging & dropping into the upload box or clicking Browse
Doc libraries accept .doc / .pdf / .jpg files
Click Update Asset Library to finish
Updating, downloading & deleting documents in a library
You can also update, replace or delete documents in a library.
Click into the document library housing the relevant document(s)
In the side modal, click the pencil icon to edit or replace the document
Here you can change the document title that display in Realhub if required
You can also download, delete or replace the file with a different version
Once done, click Update Attachment
You can also download or delete documents using the download & trash icons in the main side modal