How to Manage Documents and Folders in the Hub Library

1 min read

The Hub Library is the central store for your franchise documents. This guide covers adding folders and documents, controlling video downloads, setting folder and download permissions, organising what's there, and reading the download insights.

Before you begin

You need admin access to create folders and set permissions. The maximum upload size is 25 MB per document by default — this may be higher depending on the environment you have purchased.

List of file formats supported by the Hub Library

Fig 1 — The file formats the Hub supports.

Step-by-Step Instructions

Follow these steps to manage Documents and Folders in the Hub Library

1

Add a folder

Click +NEW and select Folder from the drop-down menu.

Hub › Library › +NEW › Folder

+NEW menu with the Folder option in the Hub Library

Fig 2 — +NEW › Folder.

Fill out the fields on the page that opens, confirm the settings are correct and click ADD.

Add folder page with name and settings fields

Fig 3 — The add-folder page.
2

Upload a document

Navigate to the folder you want to upload into, click +NEW and select Document.

Hub › Library › (folder) › +NEW › Document

+NEW menu with the Document option in a Hub Library folder

Fig 4 — +NEW › Document.

On the Add Library Document page, enter the document details, choose the folder and select the file to upload.

Add Library Document page with a video being uploaded to a folder

Fig 5 — A video being uploaded with Document Subtype set to Audio/Video.
Uploading several at once

Check Yes next to "Do you want to add multiple documents?" to upload a batch. The 25 MB per-document limit still applies.

3

Understand the document settings

Setting What it does
Start Display Date The first date the item is visible in the Hub Library
Expiration Date The last date it's visible before moving to archives
Document Type Upload a file, use a web link, or use an HTML file
Document Subtype The option that most closely applies to your document
Upload Thumbnail image Adds a thumbnail for the document
Recommended Documents Displays the document as a recommended document
Enable Comments Whether comments are allowed on the document
Enable Downloads Whether it can be downloaded by users who have download permission
Accessibility Whether the document is publicly accessible or internal only

Confirm your settings are correct and click ADD.

4

Enable or disable downloads for a video

Where Vzaar is configured for your tenant and you upload a video, the Enable Download checkbox controls whether end users can download it. Return to a video at any time, choose Modify and update the setting.

Enable Download checkbox on a video in the Hub Library

Fig 6 — The Enable Download checkbox.
Checked Users who have download permission can download the video
Cleared The video is preview-only and no Download button is shown
Important

This option is visible only to Corporate users — franchisee and other users never see it, whether creating a new video or editing an existing one. For existing videos, Enable Downloads is cleared by default, so administrators must enable it explicitly. Even then, the Download button only appears for users with the Can Download/Print Library Documents privilege.

Download icon shown on a video to a privileged user

Fig 7 — A privileged user sees the Download icon.
Editing applies everywhere

Changing the download setting updates the behaviour wherever the document is referenced — Library, Categories, Recently Uploaded, What's New, Overview and Command Center widgets, the mobile app (preview mode) and search results.

5

Know the two accessibility controls

The Hub Library has two accessibility controls that do different things.

Control What it governs
Document Accessibility Visibility within the application — which users can see that the document exists
Accessibility (Public) The document is accessible through its URL without the user signing in
Accessibility (Protected) The user is redirected to the login page and must authenticate before the document can be viewed
6

Set folder permissions

Navigate to the folder on the left-hand sidebar, click the drop-down next to +NEW and select Modify Folder.

Hub › Library › (folder) › ▾ › Modify Folder

Modify Folder option in the drop-down next to +NEW

Fig 8 — Modify Folder.

Click No next to "Do you want to make this Folder accessible to all?", choose which roles can view the folder, confirm the settings and click ADD.

Folder permissions page with role selection

Fig 9 — Choose the roles that can see the folder.
7

Move documents between folders

Check the top-left box on each document you want to move.

Documents selected using their top-left checkboxes

Fig 10 — Select the documents.

A drop-down appears at the top-right with Delete, Move Documents, Enable Downloads and Disable Downloads. Click Move Documents, select the destination folder and click MOVE.

Move documents screen with the destination folder list

Fig 11 — Pick the destination and click MOVE.
Note

Enabling downloads from this menu still only allows users with the correct permission to download the documents.

8

Reorder folders and documents

To reorder folders, click the drop-down next to +NEW and select Define Folder Sequence.

Hub › Library › ▾ › Define Folder Sequence

Define Folder Sequence option in the drop-down menu

Fig 12 — Define Folder Sequence.

Folder sequence page with arrow buttons to reorder folders

Fig 13 — Use the arrows, or SET ALPHABETIC SEQUENCE, then SAVE.

To reorder documents inside a folder, navigate to it and select Define Document Sequence from the same drop-down.

Define Document Sequence option in the drop-down menu

Fig 14 — Define Document Sequence.

Document sequence page with arrow buttons to reorder documents

Fig 15 — Reorder, then SAVE.
Important

The Home, Insights, Drafts and Archived Documents folders always stay at the top of the sidebar, so they don't appear on the folder sequence page — and Define Document Sequence isn't available for them.

9

Modify or delete a single document

Hover over the ... at the top-right of a document box to modify or delete it. The Modify menu offers the same settings as the upload page.

Modify and delete options on a document card

Fig 16 — The ... menu on a document.
10

Set download permissions by role

Click the gear icon at the top of the page for Admin settings.

Admin ⚙ › Access Control › Roles

Gear icon for admin settings

Fig 17 — Click the gear icon.

Under Access Control, click Roles.

Roles option under Access Control in the admin settings

Fig 18 — Access Control › Roles.

Click the gear icon next to the role you want to change and select Modify Privileges.

Modify Privileges option on a role gear menu

Fig 19 — Modify Privileges.

Use CTRL+F (Windows) or Command+F (macOS) to find Can Download/Print Library Documents, tick it, then click Submit at the bottom of the page.

Can Download or Print Library Documents privilege checkbox

Fig 20 — Enable the download privilege for that role.
11

Review download Insights

Click Insights on the left-hand sidebar to see download counts, the last download date and the IP address of the last download.

Hub › Library › Insights

Insights button on the Hub Library sidebar

Fig 21 — Click Insights.

Insights page showing download data with the default filter applied

Fig 22 — The Insights page, filtered to the last month by default.

Remove the default filter with the X, or click +FILTER to filter by download date, include or exclude user names, or look at specific documents. Click SAVE VIEW to keep a view as your default.

Filter drop-down on the Insights page

Fig 23 — The +FILTER options.

You can also export the data as an Excel file or print it.

Export and print menu on the Insights page

Fig 24 — Export to Excel or print.
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