Organize Relationship Resources with the Library

You often need ongoing access to policies, agreements, onboarding materials, strategic resources, and shared reference files. The Organization Library Tab creates a safe, contextual place where these documents can be securely managed and easily accessed by your team.

When permissioned, teams can fully manage both files and folders directly within the Library Tab. This includes creating folders, renaming or duplicating files, previewing documents, copying file URLs, and removing outdated content as needed easily.

Instead of relying on disconnected file managers, associations can maintain cleaner document management directly within the relationship record itself, helping staff find resources faster while improving collaboration across departments internally.

Groups are often created around shared responsibilities, event participation, professional roles, or common interests. The Group Library Tab helps associations organize resources that are relevant to those specific member groups and communities.

For example, associations may maintain groups for clerks, commissioners, administrators, membership tiers, leadership cohorts, or operational teams. Library Tabs allow staff to attach group-specific files such as training resources, event materials, planning documents, shared templates, and communication resources directly within the group itself.

This creates a more organized collaboration experience while helping teams distribute relevant information more efficiently to the right audience.