STEP 6: Create Content Libraries

The AdvoLogix document management system is implemented within the platform using the functionality referred to as Salesforce CRM Content. All Content must be saved to a Library which is simply an organization tool that provides a top level hierarchy and security permissions for Content saved wthin the Library. A minimum of one Library is required although most firms will have several Libraries, each Library with a specific set of users with permission to the Library.

Add a Content Library

  1. Click New in the My Libraries section of the Libraries tab home page.
  2. Enter a name for the library. Each library in your organization must have a unique name.
  3. Optionally, enter a description for the library.
  4. Click the Save and Add Members button or, if you want to add members later, click the Save and Close button.

 

Add a Content Library

NOTE: You may optionally set the default Library in the AdvoLogix Setup area. Setting a default Library will automatically use this setting when uploading content to a Matter.