Civora
Guide contents

Guide

Library

Every file in Civora, from every module, in collections, showing each person only what they may open.

Who uses it: EveryoneOpen in Civora

What it is for

Files are attached where they belong: an agreement on its grant, a receipt on its request, evidence on its field report, a contract on an employee file. The Library brings them all together in collections (organisation documents, agreements and contracts, board papers, policies, field evidence, finance records, programme files, people files, suppliers and fleet, filed email).

Each person sees only the files whose records they are allowed to open, so the Library is safe to give to everyone. It also lists records still missing their evidence or receipt.

Its menu

Each entry in the workspace menu and what you do there. You only see the entries your role allows.

  • Overview

    Files you can open, storage used, what was added recently, and records missing a file.

  • All files

    Search all files by name, description or record, and filter by area, type, uploader and date.

  • Organisation documentsCollections

    Registration certificates, the constitution, organisation-wide documents.

  • Agreements & contractsCollections

    Grant agreements, partner agreements and contracts.

  • Board & governance papersCollections

    Board papers and minutes.

  • PoliciesCollections

    HR and organisation policies.

  • Field evidenceCollections

    Field evidence attached to reports, and reports still missing it.

  • Finance recordsCollections

    Receipts and finance records, and paid requests still missing a receipt.

  • Programme filesCollections

    Project, activity, grant, evaluation and quality-check files.

  • People filesCollections

    Employee files, applicants and HR cases (HR only, or your own file).

  • Suppliers & fleetCollections

    Supplier and fleet documents.

  • Filed from emailCollections

    Attachments from emails filed on records.

How to

Upload an organisation document

  1. Open Organisation documents and use the upload form (document managers only).

Find a file

  1. Open All files and search; each result links to its record.

Rules Civora enforces

Controls built into the system, so good practice does not depend on memory.

  • A file is visible only to people who can open the record it is attached to.

Last checked against Civora on 30 Oct 2026.