How to use the Document Library

How to set up and manage your libraries so your team can find and reuse the right content.

Libraries are where you store and organise the documents that support your bid writing – case studies, policies, CVs and past answers. Keeping them tidy means AutogenAI draws on the right material, so your drafts come back stronger.

Create a library

Only users with the Document Manager role can create new libraries.

• Click ‘+ New’, then select ‘New Library’.
• Enter a name for your library.
• Add team members by email and use the dropdown to give each person a role (Viewer, Contributor or Admin).
• Click ‘Add’, then ‘Confirm’ to finish.

Your new library appears in the sidebar. Admins can rename it, manage members or delete it using the three-dot menu (...).

Upload documents and create folders

• Click ‘+ New’ in the top-right corner.
• Choose ‘Upload File’ for a single document, ‘Upload Folder’ for a whole folder, or ‘New Folder’ to create an empty folder to organise into.

Upload progress shows in a small pop-up. Once it finishes, your files appear in the folder you selected.

Important: the library has no recycle bin. If you delete a file it’s permanently gone and you’ll need to upload it again – so double-check before deleting.

Find, move and organise content

• Search within a library using the search bar at the top; or use Global Search from the main app search to look across all libraries in your organisation.
• Move an item by dragging it into another library in the sidebar (you’ll need to be a Contributor or above in the library you’re moving into).
• Select several items at once by holding ‘Shift’ or ‘Cmd/Ctrl’, then use ‘Move’, ‘Delete’ or ‘Rename’.

Roles and permissions

Here’s what each role can do in a library:

File and storage limits

• Single file size: up to 2 GB
• Per-library limit: 20,000 files
• SharePoint sync: up to 100 GB (SMEs) or 1 TB (Enterprise)

If you hit a limit, you’ll be notified in-app. You can delete older files or talk to your AutogenAI Account Manager about more capacity.

If something isn’t working

• Can’t move, rename or delete a file: check your role in that library (see the table above).
• A library or member list won’t load: refresh the page, then clear your browser cache and try again.
• You need access to a library owned by someone who has left: contact our Support team to transfer ownership.

If you need a hand, get in touch with our Support team.