Data Library

Users can view data library items for all entities or a specific entity of their choice.

The Data Library option in the Global Banner enables users to access data library items for all entities.

Alternatively, users can view data library items for a specific entity by opening the entity record and selecting the Data Library option in the banner.

In the Data Library, users can view all records for all data library categories and types by selecting the All tab and choosing Search . To view records for a specific category, select one of the available tabs. To view specific types of records, select one from the Type dropdown.

To view the full record, select the folder icon or select the summary of the item. To see a preview of the record, select the preview icon.