How to import files into the Library
On the Dashboard, navigate to ‘Library’ on the left-hand side. This will take you to an overview screen of all your ‘Library’ items.
Click the green ‘+ Import’ button.
You now have two options to import your ‘Library’ items.
1.Drag and Drop
You can bulk drag and drop your files in the ‘Drag and Drop Files here’ box and this will upload them all.
2.Single or multi upload
Click into the ‘Drag and Drop Files here’ box and you will be able to upload a single file
or alternatively multiple files.
Once uploaded it will import these as separate files in your ‘Library’ and the ‘Title’ of your ‘Library’ item will be the name of your uploaded file, see example below, ‘Absence - Sickness Absence Policy’
You can also upload as a ZIP file if you have multiple files you wish to include within one ‘Library’ item.
From this page you can also set your files to be included within a ‘Category’. You can do this by using the drop-down of categories you have already created or alternatively, create a new category by typing in the word and hitting enter.
Set a review date, and select send review reminder by ticking the box and then change the status to Active.
You can now set the ‘Visibility and Owners’. If you wish this to be visible to everybody using the HUB within your practice, select the ‘All Staff’ option from the ‘Job Roles’ list, or alternatively you can select individual staff members in the ‘Staff Members’ drop-down.
You can set ‘Owners’ in exactly the same way as above, but please bear in mind that ‘Owners’ are staff members who will have permission to edit and manage this ‘Library’ item only and not the full ‘Library’.
Once you have completed the above steps, you are now ready to ‘Import’. Please note the green ‘Import’ button will import the items and remove the data from the details form. If you select the ‘Import and Continue’ button, this will perform the import and maintain the data in the details form should you choose to re-use.
The ‘Library’ item, once imported, will now show on your main ‘Library’ overview screen for viewing by your staff members.
