--- title: "Document Library" slug: "document-library" updated: 2023-11-02T13:29:13Z published: 2023-03-07T15:41:12Z canonical: "wiki.cobblestonesoftware.com/document-library" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Document Library ### **Document Library** **AppConfig: Document Library** The **Document Library** allows you store Documents in Contract Insight without them being attached to any particular record. Every Users of your Contract Insight system will have access to the Document Library, but only a System Admin can manage the files, including adding/deleting and versioning. There is also added benefit to the Document Library if you use the **Vendor/Client Gateway** Add-On Module, as you can optionally make files available on the Gateway. Files will default to being purely **Internal**, but can be adjusted later to be made available on the Gateway. To access the **Document Library**, navigate to **Manage/Setup** > **Document Library**. ![The Manage/Setup Section of the Contract Insight Main Menu. Document Library is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(236).png) Click **Browse** to locate and select the file to add. Optionally, apply a custom **File Title.** Click **Upload File**. ![The Upload New File box](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Document%20Library%20Upload.PNG) The file is added to the Document Library, with indication that it is the **Initial Version**, is **Active**, and is only visible **Internally** (this being only relevant if the organization has the **Vendor/Client Gateway**). Click **Info** to make adjustments. ![An entry in the Document Library. The Info button is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/2(184).png) **Title / Notes:** Adjust the display name of the file here. **Collaboration Type:** This is only pertinent if the organization has the Vendor/Client Gateway. - **Internal:** File can only be viewed internally on your Core System - **Gateway:** File can also be viewed by Vendor/Client Users authenticated into your Gateway System - **Public:** File can also be viewed by anyone who reaches your Gateway; they do not need to log in to access the file **Active:** Determines whether or not the file appears at all. **Help Description:** Populates the Description field. **Gateway Link:** Populates automatically in accordance to the Collaboration Type setting. Click **Save Info** to save any changes made. ![File Info pop-up. Save Info button is highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/33.png) Click **New Version** to publish a new version of the file in the Document Library. ![An example of an entry in the document library. The New Version button is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(137).png) Browse for the New Version and title it appropriately. Click **Upload Version**. ![Add File Version pop-up. The Upload Version Button is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(101).png) The caret to the left of the file can be used to manage versions. Click **Manage** for a version to configure its **Title** and whether it is Archived or Published. Click **Preview** to Preview the file within the system. ![A versions dropdown below a file entry. The Manage and Preview buttons are highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(62).png) ![The Manage File Version Info pop-up](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(48).png) ![A preview of the file version.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Document%20Library%20Preview%20Window.PNG) **Doc Library Drag and Drop** As with everything CobbleStone® offers, convenience is a huge priority. If a user has documents ready to go, CobbleStone®’s **Doc Library Drag and Drop** maximizes convenience for users as this cuts out many in-between steps while searching for important documents, especially if they have already been added once before into the system **Note**: any folder structure in the document library can be built, but it will not carry forward from your operating system 1. To drag and drop a file to the document library, first click the **Manage/Setup** dropdown. 2. Click **Document Library** 3. From this screen, drag and drop the necessary files onto the blue **Drop Files Here** area. ![The Upload New File box. The Drop Files Here bar is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7(34).png) When a file has been successfully added to the document library via Drag and Drop, the following message displays. !["Document Library attachment uploaded successfully."](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/document-library-image-zke3s0i5.png)