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Choose the right document library

Open the document library that matches the files you need.

Updated 11 September 2026

Open Documents

Choose a library

  1. Select Documents in the sidebar.
  2. Open the library that matches your work:
    • Knowledge Hub for firm-wide policies, procedures and reference material.
    • Templates for reusable Client and Engagement templates.
    • My Docs for your personal working files and drafts.
    • Client Docs for Client and Engagement files.
Documents page with the four document library cards
Choose the library that matches where the file belongs.

Find your way around

  1. In Knowledge Hub, Templates, My Docs, or an open Client workspace, use Search documents… to find a file.
  2. Use the view control to switch between the list and grid, and the preview control to show or hide the selected file’s preview.
  3. On the Client Docs landing page, use Search clients… to find a Client, then open their workspace.

The breadcrumb at the top shows your location and lets you return to any parent library or folder.