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How to add documents and files to your library

How to add documents and files to your library for office and personal use

Written by Annali

The document library allows you to easily manage personal or shared office files.

After you have logged into your Base account with your unique username and password, follow the steps below to add documents to your library.

  • Select the "Library" icon on the toolbar

  • With the drop-down select office or personal: The office library is for documents that are shared with you. The personal library is your own library for documents that only you will have access to.

  • Right-click on your name/office name to create or rename a folder

  • On MAC click option with two fingers simultaneously if you are using the track pad or

  • Tap or click with two fingers simultaneously on the trackpad. This is the default right-click.

  • Once the folder has been created, click on it and upload the documents or files you want to add to the library.

Tip: You can mark the item as a favourite and access it at a later stage from the toolbar > Favourites

There is no limit on the number of files you can upload, while individual file sizes are restricted to 100 MB.

Trash Feature

The Library includes a Trash feature to help prevent accidental file deletions.

  • When deleting a file or folder, you will first receive a confirmation prompt before the item is removed.

  • Deleted items are moved to the Trash rather than being permanently removed immediately.

  • Files and folders will remain in the Trash for 10 days.

  • After 10 days, items in the Trash will be permanently deleted and cannot be recovered.



File Library Access Levels

  1. Personal – Only the owner (user) can access these files.

  2. Office – All users within the same office can access these files. [Office Admin/Group Admin/can upload]

  3. Group – All users belonging to any office within the selected group can access these files. [Group Admin can upload]

  4. Admin – Only Office Admins and Group Admins can access these files. [Office Admin/Group Admin can upload]

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