# Manage documents from the Shared document library

**URL:** <https://community.onix.com/t/manage-documents-from-the-shared-document-library/302>\
**Category:** Knowledge base\
**Tags:** onix-work, official\
**Created:** [December 19, 2023, 4:27am UTC](https://community.onix.com/t/manage-documents-from-the-shared-document-library/302 "2023-12-19T04:27:58Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![kieu.le](https://dub1.discourse-cdn.com/flex013/user_avatar/community.onix.com/kieu.le/32/800_2.png) [@kieu.le](https://community.onix.com/u/kieu.le)\
**Post date:** [December 19, 2023, 4:27am UTC](https://community.onix.com/t/manage-documents-from-the-shared-document-library/302/1 "2023-12-19T04:27:58Z")

</div>

# Interface overview

The document list is applied in 3 modules: Orders, Products, Settings.

- The list of documents and their details are displayed in a clear, intuitive table.
- The columns are resizable.
- **Edit:** Click this button to adjust the document’s details, from general information to properties.
- **Sort:** Click on a field’s name to sort documents against that field.
- **Search** and **Filter:**
  - Search the document properties in the search box to quickly locate the documents.
  - Filter out documents based on their status and types.

 ![Table layout](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/73204d45e6a163b902a382c5ae4f9a7c7eaa5546.jpeg)

 ![Edit document](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/68cff172c9be4825f04fe21b6437309c7ca64ded.jpeg)

 ![Sort and filter](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/90d74b22c03eaf32d6508a05e75825e5dcb86c1d.jpeg)

# Work with shared documents from Orders module

## Add documents from the Shared document library

- In the order line’s **Documents** tab, click **Add document** → Choose **Shared document library**.
- Search for the relevant document using the **Search** box or **Filter** options —\> Select 1 or multiple documents —\> **Apply**.
- The newly added documents will have “Shared document library” origin.

## Remove documents with “Shared document library” origin

To avoid processing a document uploaded from your device or added via the **Shared document library** , select the file and click on **Remove** button. The file will instantly disappear from the order line.

You cannot undo this **Remove** action. To include the document in order line processing, you must add it from your device or the **Shared document library** again.

# Work with shared documents from Products module

See details in [Roll on with Products module.](https://community.onix.com/t/roll-on-with-products-module/334#p-603-h-6-add-documents-from-shared-document-library-10)

# Manage Shared document library in the Settings module

## Link or unlink shared documents to products

In Onix Work - Shared document library, you can view a table of shared documents and learn about their linked products via **Products** column.

- To view which products are using a certain shared document, click on the underlined number.
- Type document or product number in the search box to find a shared document.
- To link or unlink one or multiple documents to product(s):
  - Select the wanted item(s) —\> **Link to product**
  - Select one or more products —\> **Apply**.

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/7d3162978d6de77e2ea28b650eef7eddbd2957ab.jpeg)

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/09ae0096a675ee91d4f3b381d3138ac46b0d3902.jpeg)

## Upload documents to Shared document library

To upload a shared document from your local device:

- Click on **Add document** —\> Drag and drop the file to upload or browse your device.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/b3c9cdafcc8f0023869a41cb271d5f952a4c8937.png)

## Update active status and version of a shared document

You cannot delete a shared document from the Shared document library, but you can make it inactive or update its version:

- To set it as inactive: Select the document —\> Turn the **Active** toggle off.
- To update it with the latest version: Select the document —\> Click on **Replace** —\> Browse and upload the latest file from your device.

 ![Untitled1](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/a7107ead53b5909c3cfa78cefbe684f140b2354d.jpeg)

## Group shared documents

Click on a column’s header to group documents by that field.

## Edit information of shared documents

- To edit one document:
  - Select the item —\> Click **Edit** —\> Make changes to suitable fields.
  - Click _ **Expand to preview** _ for convenience when filling in information.

- To edit multiple documents:
  - Select the wanted items —\> Click **Edit all** —\> Make changes to suitable fields.

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/c206122ae77e3c4968d4dc8d7292e9279bebed36.jpeg)

 ![image](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/1X/cd481f30808b9da2cf8bbd0f1f485f039d4e2ce8.jpeg)