Library — User Guide

Project Records

Last updated: 26 Oct 2026

On this page

Where Library lives
Library vs project Vault
Who can do what
What to put here
Before you start
Workflow checks and quality guardrails
Common mistakes to avoid
Troubleshooting
What to do next

Library is firm-wide storage for standards, templates, policies, and other shared files that are not tied to a single project. Project drawings and job files still belong on that project’s Vault tab.

Where Library lives

Open More → Library (/library). Everyone in the firm can browse and download. The page uses the same file manager as a project Vault: folders, list or grid, search, details pane, trash, and the transfer dock.

Library vs project Vault

	Library	Project Vault
Open from	More → Library	A project’s Vault tab
What it holds	Studio-wide standards and templates	Files for that job
Who can upload	Admins only	Project members (Admin, Manager, Contributor)
Share externally	Not for client packages	Create a package on Deliverables

Library files still count toward the firm’s pooled Vault capacity. Trash works the same: 30 days, then permanent delete. See Vault for storage add-ons and quota.

Who can do what

Admins — upload, create folders, rename, move, trash, restore, and curate the Library.
Managers and Contributors — browse and download. They cannot upload or reorganise Library.

What to put here

Drawing standards, title-block templates, and typical details
Firm policies, HR templates, and onboarding packs
Reusable CAD or PDF libraries that every project should start from

If a file belongs to one job — surveys, issued drawings, consultant PDFs — put it in that project’s Vault instead. Packages and client share links stay project-scoped on Deliverables.

Before you start

You can open More → Library. Everyone in the firm can browse; only Admins can upload or reorganise.
You know whether the file belongs to one job (project Vault) or to the whole studio (Library).

Workflow checks and quality guardrails

Checklist item 1: Keep standards, templates, and policies in Library so every project can reuse them without copying into each Vault.
Checklist item 2: Use the same folder, search, and trash habits as Vault — Library is the same file manager with a firm-wide root.

Common mistakes to avoid

Uploading a live project drawing set into Library instead of that project’s Vault tab.
Expecting Managers or Contributors to upload Library files. Only Admins can organise Library.

Troubleshooting

1
Troubleshooting step 1
If Upload is missing, you are not an Admin — browse and download, or ask an Admin to add the file.
2
Troubleshooting step 2
If a file is missing, check Trash (30 days) and confirm you are in Library, not a project Vault.

What to do next

Open /docs/vault and continue with the next workflow.
Open /docs/deliverables and continue with the next workflow.
Open /docs/security and continue with the next workflow.