Library-DK-Done

Author: Dineshtnjr

docs/Library_Management/Library.md

@@ -6,121 +6,87 @@ By using the Library, users can quickly locate and reuse templates, minimize dup
 
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-### Library – Documents
+## Access the Library
 
-This section contains standardized **Document Templates** that can be reused across various business operations to promote consistency and operational efficiency.
-
-## Accessing Library – Documents
-
-1. Go to the **Doculan Dashboard**.
-2. Click **Library**.
-3. The **Library – Documents** page will be displayed, showing all available document templates.
+1. Navigate to the **Doculan Dashboard**.
+2. Click **Library** from the main menu.
 
 **Screenshot 1**
 
 <img src="screenshots/Library_Management_Images/Lib-Doc1.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
 
--->The above **Screenshot** represent that **Accessing Library – Documents**
+**Screenshot 2**
+
+<img src="screenshots/Library_Management_Images/Lib-Doc7.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
 
+-->The above **screenshots** represent that **Access the Library**
 
 ---
 
-## Save Document Template in Doculan Storage
+## View and Copy Library Documents
 
-1. Click the **⋮ (three-dot)** icon under the **Actions** column.
-2. Select **Copy** to duplicate the document template.
-3. Choose the specified location in **Doculan Storage** where the template should be saved.
+3. The **Library – Documents** page is displayed, listing all available documents.
+4. In the **Actions** column, click the **⋮ (three-dot)** icon next to the required document.
+5. Select **Copy** to duplicate the Library document.
 
-**Screenshot 2**  
+**Screenshot 2**
 
 <img src="screenshots/Library_Management_Images/Lib-Doc2.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
 
+-->The above **Screenshot** represent that **Copy the Document**
 
+---
 
-**Screenshot 3**
+## Confirm Disclaimer
 
-<img src="screenshots/Library_Management_Images/Lib-Doc3.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+6. An **Important Disclaimer** popup appears.  
+   Click **I Understand** to proceed.
 
--->The above **Screenshots** represent that **Saving Document Template in Doculan Storage**
+---
 
+## Select Storage Location
 
+7. Choose the desired location in **Doculan Storage** where the copied document should be saved.
 
+**Screenshot 3**
 
----
+<img src="screenshots/Library_Management_Images/Lib-Doc3.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
+
+-->The above **Screenshot** represent that **Select Destination Location**
 
-## Overwrite Document Template in Doculan Storage
+---
 
-If the selected document template already exists in the same location within Doculan Storage:
+## Provide Document Details
 
-- A popup will appear indicating **“Overwrite File.”**
-- To replace the existing file, click **Overwrite**.
-- To keep the existing version unchanged, click **Cancel**.
+8. Enter the **Document Name** and **Template Name**, then click **Copy**.
 
 **Screenshot 4**
 
 <img src="screenshots/Library_Management_Images/Lib-Doc4.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
 
--->The above **Screenshot** represent that **Overwriting Document Template in Doculan Storage**
-
-
+-->The above **Screenshot** represent that **Document and Template Details**
 
 ---
 
-## Viewing Document Templates in E-Sign Templates and Specified Locations
-
-After copying a document template from **Library – Documents**, it will be available in both:
+## Document Saved Successfully
 
-- **E-Sign Templates**, and  
-- The **specified location** in Doculan Storage.
+9. The copied Library document is successfully saved in the following locations:
 
-### Viewing in E-Sign Templates
-
-1. Navigate to the **Doculan Dashboard**.
-2. Click **Templates**.
-3. Under **Myself Templates**, you will find the copied Document Template.
-
-**Screenshot 5**
+- **Document Storage**
+- **My Templates Storage**
 
+**Screenshot 5**  
 <img src="screenshots/Library_Management_Images/Lib-Doc5.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
 
--->The above **Screenshot** represent that **Viewing Document Template in E-Sign Templates**
-
+-->The above **Screenshot** represent that **Document saved in Document Storage**
 
 
-### Viewing in the Specified Location
 
-1. Go to the **Doculan Dashboard**.
-2. Navigate to the folder or location where the template was stored.
-3. The copied Document Template will be visible there.
 
 **Screenshot 6**
 
 <img src="screenshots/Library_Management_Images/Lib-Doc6.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
 
--->The above **Screenshot** represent that **Viewing Document Template in the Specified Location**
-
-
-
----
-
-## Working With a Document Template
-
-Once the Document Template is stored in the specified location, follow the steps below to use it for **E-Sign**:
-
-1. Locate the template in the specified storage location.
-2. Click the **⋮ (three-dot)** icon under the **Actions** column.
-3. Select **E-Sign** to begin working with the document.
-4. The **E-Sign Template fields** will appear.
-5. Click **Myself**.
-6. Use the **dropdown** to select the required document template.
-7. All related fields will be **automatically populated**.
-8. You may now send the document to the **Recipient.**
-
-**Screenshot 7**
-
-<img src="screenshots/Library_Management_Images/Lib-Doc7.png" style="border:2px solid black; border-radius:4px; width:100%; max-width:800px;" alt="PDF Scrolling">
-
--->The above **Screenshot** represent that **Working in Document Template**
-
+-->The above **Screenshot** represent that **Template saved in My Templates Storage**
 
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