Manage your Library

Note: The Library requires Admin Panel access to manage, and this article is thus meant for Admin users of Eko.

In the Admin Panel of your Eko workspace, you should see a section dedicated to the Library amidst all of the other sections. This is where you will be doing the (only relatively) heavy lifting to organize and manage your Library, so that the users in your Eko workspace can access the materials they need.

In this article, we’ll go over the basics of how to start setting up your own sections and articles, which are referred to as Documents and Files. The library folds data together similar to folders and documents on a computer, so hopefully this will all feel familiar once you get going.

Setting up a Folder

1. On the main Library page, click the Create button in the upper-right of the screen.
2. From the dropdown, select Folder.
3. Type in a title for your new folder. You can also add a description, if you prefer.
4. Give viewing access to certain groups or even individual users by listing them specifically in the Allowed fields (or give access to everyone by attaching the ‘everyone’ group to that field).
5. Add a cover image for your folder - this is not required, but is recommended to give it character.
6. Add in any tags you would like to attach to the folder (which you can add to allow you to more easily search through folders in the future). You can also click the Recommended slider in the corner, if you want the folder to be more prominent than your others.
7. When finished, click the Publish button. It will then be viewable by users immediately.

Note: By default, any folder or document will be placed in whatever folder of the library you were viewing when you pressed Create. You can choose to modify this, or select a more specific folder, by pressing the Change button, and navigating to the one of your choice.

You have now successfully created your first Library folder!

Setting up a Document

1. On the main Library page, click the Create button in the upper-right of the screen.
2. From the dropdown, select Document.
3. Type in a title for your new document. You can also add a description, if you prefer.
4. Add a cover image for your document - this is not required, but is recommended to give it character.
5. Add in any tags you would like to attach to the folder (which you can add to allow you to more easily search through folders in the future). You can also click the Recommended slider in the corner, if you want the folder to be more prominent than your others.
6. Start designing your document! The document designer field is a rich text one, meaning you can add in any fonts, text modifiers, formatting, hyperlinks, and more, to make your help article as clear and beautiful as you would like.

If applicable, attach any supplemental files or images, or even a quiz you’ve made for your document.

Note: We’ll go over how to create quizzes in our next article, Set up a Library Quiz. 

8. When finished, click the Save button.

You have now successfully created your first Library document!