Project Library

You can use a project library to assemble folders from different locations in the repository without having to change the original folder or its location. You can also use the project library component to assign different permission levels to each folder to accommodate different project team roles.

For example, if you give a folder in the project library one of the visitor roles (viewer, downloader, or contributor), visitors can see and interact with the folder content with the privileges associated with the role. If you specify member access, only members will see it listed in the project library. Members interact with the folder content with the privileges specified for them on the original folder.

If you use this component in conjunction with one or more file list or document manager components on the page, these components can automatically display the contents of a folder selected in the project library.

To add a project library component to a page:

  1. Navigate to the page you want to edit and make sure that Edit switch is set to Edit.
  2. Add the component to the page.
  3. To edit the component and its appearance, click its menu icon Component Menu icon, and choose Settings.
  4. Choose Custom Settings to select conversations and to select display options.
  5. Specify a title. The default title is Project Library. You can choose to display or hide the title by selecting or deselecting the Title display option below.
  6. Select a Color Scheme.


    If you use triggers and actions to associate a project library with a documents manager component, the color scheme you select for the project library also applies to the folder selected to show in the documents manager component. This is not the case if you associate the project library with folder list or file list components because those components do no support color schemes.
  7. Click Add next to the list of folders to add an existing folder or to create a new folder.
    1. Navigate to and Select one or more folder or click Create to create a folder. Each folder you select in this window is added to the project library.

      You can use any of the options listed in the tool bar including view and sort options.

    2. Click Back when you are done.
  8. To organize the list, select a folder and click Move Up or Move Down to change its location in the list order or click Remove to remove the folder from the list.
  9. To specify access to a folder based on the user’s role, select the folder from the list of folders, click Select Folder Permission, and choose the access role.
    • Member Access: Only registered users with permissions on the folder will see the folder listed in the project library. Members interact with the folder content with the privileges specified for them on the original folder.

    • Viewer: Viewers can look at files and folders, but can't change things.

    • Downloader: Downloaders can also download files and save them to their own computer.

    • Contributor: Contributors can also modify files, update files, upload new files, and delete files.

    Consider the following when setting folder access:

    • A site author can’t grant access to a folder that is greater than the access they themselves have. For example, if the author has downloader access to a folder, they can’t give contributor rights to site visitors.

    • The privileges set on the folder in the component can augment the visitor’s privileges. For example if the visitor has viewer privileges (or no privileges) for the folder, the component can grant greater privileges based on the selected role. These enhanced privileges are valid only in the component itself.

    • If a site visitor has privileges that are greater than those specified for the component, their individual privileges override those set on the component.

    • Privileges granted on a folder apply to the folders and files nested in that folder.

  10. For folders with Member Access permission, you can display conversations associated with folders or content by clicking Show Conversation pane in Documents Manager.
    If you select this option and configure a documents manager component on the page to display a selected folder, the user can click the conversation icon to display any conversations associated with the folder. If you do not select this option, the conversation icon is not shown.
  11. When you are done, close the window.
  12. Use the General tab to modify spacing, alignment, and other presentation options.
  13. Use the Style tab to format the frame that contains the component with predefined styles or with your own custom choices.
  14. Use the Link tab to associate actions with the Folder Selected trigger. For example, if you also add a documents manager component to the page, you can use the documents manager component to display the contents of a folder selected in the project folder:
    1. In the Link tab of the project library settings, click the Folder Selected trigger.
    2. In the Configure Trigger Actions window, click Documents Manager.
    3. Click and drag the Display documents action to the action list.
    4. In the Folder ID or URL field, choose Selected Folder.
    When the user clicks on a folder in the project library, the folder content is displayed in the documents manager component on the page.