Manage the Library
The Library is your brigade’s central document store — a place for SOPs, training resources, policy documents, notices, and any other internal reference material. Content is organised into folders and displayed in a two-panel interface: a folder tree on the left and the article content on the right.
Prerequisites
Section titled “Prerequisites”- Brigade admin role or higher to create and manage articles and folders
- The Library module must be enabled for your unit
The library interface
Section titled “The library interface”Navigate to Library in the main navigation. The page shows:
- Folder tree (left panel) — all folders and subfolders. On mobile, tap Folders to expand the panel.
- Content area (right panel) — the currently selected article, or a prompt to select one
- Search bar — searches across article titles and body content
Folders belonging to parent units that have shared their library with child units appear beneath your own folders with the parent unit’s name as a heading.
Folders
Section titled “Folders”Folders organise your articles into groups. You can nest folders inside other folders to as many levels as you need.
Create a folder
Section titled “Create a folder”- Click New Folder
- Enter a Folder Name (e.g. “SOPs”, “Vehicle Operations”, “Training Drills”)
- Optionally select a Parent Folder to nest it inside another folder
- Set the visibility for the folder
- Click Create Folder
Edit a folder
Section titled “Edit a folder”- Click the folder name in the sidebar to open it
- Click Edit Folder (visible if you have admin access)
- Update the name, parent, or visibility settings
- Click Save Changes
Delete a folder
Section titled “Delete a folder”- Open the folder edit form
- Click Delete Folder
- Confirm the prompt
Articles
Section titled “Articles”Create an article
Section titled “Create an article”- Click New Article
- Fill in the article details:
Title (required) — the article name as it appears in the folder tree and search results
Folder — select which folder to file the article in. Leave blank to keep it unfiled (appears under an “Unfiled” section in the sidebar). When you choose a folder, its visibility settings are automatically applied to the article — you can override these.
Content — write your content using the rich text editor
Tags — comma-separated keywords (e.g. sop, vehicle, BA). Tags are lowercased automatically. Articles with matching tags are shown in the Related Articles panel at the bottom of each article.
Visibility — who can see this article. See Visibility and Access for full details.
Share with child units — if your unit has child units, tick this to make the article readable by members of those units (read-only). Only visible if your unit has children.
Review Date — an optional date when the article should be reviewed. When the date arrives, an Action is automatically created to remind the admin to review the article.
- Click Save Draft to save without publishing, or Create & Publish to publish immediately
Edit an article
Section titled “Edit an article”- Open the article from the folder tree
- Click Edit
- Make your changes
- Click Save Changes (saves as current status) or use the publish/unpublish controls
Delete an article
Section titled “Delete an article”- Open the article
- Click Delete
- Confirm the prompt
Rich text editor
Section titled “Rich text editor”The article editor supports full rich text formatting:
Text formatting
Section titled “Text formatting”| Button | Format |
|---|---|
| H1 / H2 / H3 | Headings |
| B | Bold |
| I | Italic |
| Strikethrough | |
` ` | Inline code |
Structure
Section titled “Structure”| Button | Element |
|---|---|
| Bullet list | Unordered list |
| Numbered list | Ordered list |
| Blockquote | Block quotation |
| Code block | Preformatted code |
| Horizontal rule | Divider line |
Tables
Section titled “Tables”Click the table icon to insert a table. When your cursor is inside a table, extra controls appear in the toolbar:
- +col← / +col→ — add column before/after
- +row↑ / +row↓ — add row above/below
- −col / −row — delete column/row
- merge / split — merge selected cells or split merged cell
- del table — remove the entire table
Images
Section titled “Images”Click the image icon in the toolbar to upload an image from your computer. Images are stored with the article and embedded inline in the content.
Click PDF in the toolbar to embed a PDF file into the article. The PDF is displayed inline with a viewer — readers don’t need to download it separately.
Publishing workflow
Section titled “Publishing workflow”Articles have two states: Draft and Published.
| State | Who can see it |
|---|---|
| Draft | Brigade admins only (regardless of visibility setting) |
| Published | Anyone who has access according to the visibility setting |
Publish an article
Section titled “Publish an article”From the edit form:
- Click Create & Publish (new article) or Save & Publish (existing draft) to publish immediately
From the article view:
- Click Publish in the article header
Unpublish an article
Section titled “Unpublish an article”To move a published article back to draft (e.g. for revision):
- Open the article
- Click Unpublish
The article becomes visible only to admins again until re-published.
Search
Section titled “Search”The search bar at the top of the library searches across:
- Article titles
- Article body content
Type a query and press Enter. Results show the article title, folder, publish status, and tags.
To clear a search, click the × in the search box or click Clear search.
Related articles
Section titled “Related articles”At the bottom of each article, a Related Articles panel automatically shows other articles that share one or more tags with the current article. This works without any manual linking — just ensure your articles have relevant tags.
Export to PDF
Section titled “Export to PDF”From any article, click Export PDF to download the article as a formatted PDF file. The PDF includes the article title, metadata (published date, author, review date), and the full body content.
Related guides
Section titled “Related guides”- Visibility and Access — Who can see articles: users-only, public portal, restricted, and sharing with child units
- Manage Actions — Action items created by review dates