Help Center
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Help Center
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General
Navigating the Home ScreenUtilizing "My Priorities for this week" on the Home ScreenCustomizing Company SettingsUnderstanding the DashboardHow to Assign User Roles + Understanding PermissionsHow to Edit User Roles + PermissionsCustomizing Your Location or Project Overview Page: A Guide to Using Columns and FiltersHow to Create CommentsHow to Use the To-Do ListActivity Feed + How to Subscribe to Items How to Track Important Expiration DatesHow to Manage Workspaces
Projects
How to Create a ProjectHow to Edit Project Header DetailsHow to Add, Edit, and Delete Phases, Tasks, and Sub-TasksHow to Archive a ProjectHow to Unarchive a ProjectHow to Delete a ProjectHow to Submit an InspectionHow to Invite a User to a ProjectHow to Create and Manage Project TemplatesHow to Create Dependent Tasks
Locations
How to Create a LocationHow to Customize Location Sections and FieldsHow to Archive a LocationHow to Unarchive a LocationHow to Delete a LocationManaging LicensesHow to Invite a User to a LocationHow to Create a Custom Location Excel Report
Document Management / Files
File Library FeaturesHow to Upload a FileHow to Preview a FileHow to Download a FileHow to Delete a File
User Settings / Profile
How to Reset/Change Your PasswordHow to Add a User AvatarHow to Edit Your UsernameNotification Settings + Preferences
Mobile
How to Add GreenSpace App to Mobile Home ScreenMobile Specific Features

File Library Features

Your File Library is a central hub for storing and managing all your important documents. Here's a step-by-step guide on how to efficiently navigate through it.

Locate the File Library in the main menu on the left side of your screen. You can access it from any page within the GreenSpace app.

Searching for Files

Utilize the search bar to quickly locate specific files within your library.

Filtering by Category

To narrow down your search, click on the category filter drop-down menu. Select the specific types of files you're looking for.

 

Filtering by Due Date

If you need to find files expiring within a certain time frame, click on the "Select Expiration Date" drop-down menu. Choose the desired number of days.

 

Creating Folders + Uploading Files

Once you've selected the main company file on the first page, you can create a new folder and upload new files to your File Library.

 

Managing File Options

Click on a specific file to manage its options. A pop-up window will appear in the middle of your screen, allowing you to:

  • Preview (Only image and PDF files are supported by our preview feature. If you would like to preview any other document, you will need to download to your device.)
  • Add the file to your favorites
  • Follow the file for updates
  • Download, copy, or delete the file
  • Adjust privacy settings
  • Rename the file
  • Set a file category
  • Set or change an expiration date
  • Add a description

 

Downloading Multiple Files

To download multiple files simultaneously, select the files you wish to download. A download button will appear in the top right-hand corner of your File Library. Click on the "Download" button, and the files will be saved to the designated download location on your device.

 

Export Total Files to Excel

To get an overview of all your files, you can download an Excel file that lists all files within your company. If your account has access to multiple companies, select the desired company from the top bar to enable the "Export Total Files to Excel" button, then click it. The Excel file will download to your device.

 

That's it! You're now equipped with the knowledge to effectively navigate and manage your File Library in GreenSpace. If you have any further questions or need assistance, don't hesitate to reach out to our support team. Happy organizing!

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