Data library

The data library is a repository that lets users record additional information about entities, such as bank details, articles of association, or powers of attorney.

Your access to the data library depends on your user role and permissions as configured in classic Entities.

You can view the data library list in both the classic and modernized versions of Entities. In classic Entities, you can search, edit, and create data libraries, and view details. In the modernized version, you can browse data libraries in a streamlined table and quickly switch to classic Entities to view details or make changes.

Learn more about how data library works in each version.

Data library in classic Entities

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.

Data library in modernized Entities

In modernized Entities, you can browse all accessible data libraries in a single, streamlined table. From the Data library table, you can quickly access libraries in classic Entities to view details or make changes.

The data libraries you can view in modernized Entities depend on your permissions configured in classic Entities.

View data library list in modernized Entities

Your access to the data library depends on your user role and permissions as configured in classic Entities.

Each column in the table includes options to autosize the current column, autosize all columns, or reset column widths to default.

To view the data library list in modernized Entities, navigate to Data library and use the following options:

Filter or Option	Description
Search	Enter a description or a related entity name to view the data library details from the table.
Reminder date and Date	Select a date or date range and view items within that period.
Clear all	Clear all the applied filters to reset the list.
Columns	Show or hide columns such as Category, Type, Reminder date, and Attachments. By default, Related entity and Summary columns are selected. Use the search field to find columns. Use the checkbox next to the search field to select or clear all columns and apply changes together. Reorder columns by selecting the  icon next to a column and dragging it to a new position in the list. Select Columns again to close the filter.
Rows	Choose to display 10, 25, or 50 rows. Use pagination controls to navigate between pages.

Open a data library record

The modernized Entities app displays the list of relevant data libraries. To view each record’s details and make changes, go to the classic view.

You can access the classic view for each record directly from the Data library table. To open a data library, select the Moreicon and then select View details . The record opens in the classic Entities view in a new tab.