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Library management: Overview

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Summary

MindBridge's libraries contain sets of analyses and their respective settings to allow for standardization across your engagements.

As an App Admin, learn how to view, edit, archive, and delete libraries from your MindBridge tenant.

App Admins can also view and configure the following tabs as needed.

* Accessible through the General ledger, Accounts payable, and Accounts receivable tabs.

** Accessible through the Accounts payable and Accounts receivable tabs.


Configuration details

You must have access to MindBridge as an App Admin to manage a library.


View a library

  1. From the Admin page, go to the Libraries tab.
  2. Open the Actions menu in line with the library you wish to view.
  3. Select View Library.
    You will go to the Library details tab on the Libraries page.


Edit a library

Once you have selected a library to view, go to the Library details tab. Here you are able to change the library name, add or remove industry tags, and add analysis types.

Note: You cannot remove an analysis type once it has been applied to a library.

Library usage


Archive a library

  1. From the Admin page, go to the Libraries tab.
  2. Open the Actions menu in line with the library you wish to archive.
  3. Select Archive Library.

Archiving a library that is out of date or no longer needed prevents future engagements from using that library, but does not affect engagements with it in use.

Note: MindBridge's default libraries cannot be archived.

Delete a library

  1. From the Admin page, go to the Libraries tab.
  2. Open the Actions menu in line with the library you wish to delete.
  3. Select View Library.
    You will go to the Library details tab on the Libraries page.
  4. Select Delete.
  5. Select the checkboxes to acknowledge the warnings, then Delete library.
Note: MindBridge's default libraries cannot be deleted. Deleting a library cannot be undone.

Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.


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