Library Administration

Prior to Synergy users adding documents to the Documents application, the Library Administrator must build a logical file structure. This document hierarchical structure allows users to easily store and retrieve their documents. This is a very important step as the structure of the filing system dictates how Synergy users can organize their documents. For detailed information on the structure of the Synergy document hierarchical tree see the section on Documents.

Prior to building a hierarchical tree, it is advisable to consult with the appropriate team members to come up with the best configuration.

Example: Sally from the Accounting department is responsible for setting up the hierarchical structure for the accounting department. She is a Library Administrator. The first thing Sally needs to do is define a Cabinet called Accounting. She will also give the entire Accounting Staff workgroup access to this Cabinet.

1. Library Cabinets
   When creating a document hierarchical structure, the first step is to define the Cabinets...  


2. Document Drawers
   Drawers are next below Cabinets in the hierarchical tree. Learn how to create, modify and delete Document Drawers...  


3. Document Folders
   Learn how to work with Library Document Folders, along with moving or copying whole folder structures. Folder Ownership is also valuable for users who...  


4. Document Categories
   Categories provide a third hierarchical level for organizing related documents. Categories are optional and can be created...