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Included with agency access

Document Library
built into your agency.

Put bylaws, SOPs, forms, and field references in the hands of the members who need them.

Included in the $1.99 per-member agency plan.

Add Document Library to your setup
Agency portal Open full size ↗
Organize active and archived categories, review their audiences, and see publication and file-operation readiness at a glance.
Organize active and archived categories, review their audiences, and see publication and file-operation readiness at a glance.

Everything Document Library can do.

Built for administrators to manage and, where applicable, for approved members to use from the Pocket Protocols app.

Agency administration

Manage the complete workflow.

  • Create ordered categories for bylaws, SOPs, downloadable forms, and field references
  • Keep a category backend-only, publish it to every Documents user, or limit it to selected agency groups
  • Use people-backed or officer-position-backed groups so access follows current assignments
  • Link one Document Library category to each committee without copying files or creating separate storage
  • Give live current committee participants access to the linked category automatically
  • Keep the normal category audience policy independent when a broader authorized Documents audience also needs access
  • Upload and replace PDF documents while preserving a clear file revision and operation history
Operations and member access

Carry the result into daily operations.

  • Publish PDFs deliberately from Draft without turning the library into records management
  • Archive, restore, move, reorder, and update documents without losing category context
  • Control external handoff at the category level and deny sharing for an individual document when needed
  • Use the same private file storage and secure in-app PDF viewer for general and committee-linked documents
  • Share an authorized PDF from the app when current agency policy permits it
  • Remove unpublished, archived, replaced, or newly restricted documents from app access

See Document Library from both sides.

Real screens from the agency portal and the Pocket Protocols member experience.

Manage a category’s PDFs, draft and publication state, display order, sharing policy, and replacement history.
Manage a category’s PDFs, draft and publication state, display order, sharing policy, and replacement history.Open full size ↗
Browse only the document categories currently authorized for the signed-in agency member.
Browse only the document categories currently authorized for the signed-in agency member.Open full size ↗
Open a category to see its published PDFs, file sizes, and current sharing availability.
Open a category to see its published PDFs, file sizes, and current sharing availability.Open full size ↗
Portal to pocket

Administrators stay in control. Members stay informed.

Configure the workflow in the agency portal, choose who can see it, and publish the result to approved app members.

  • Permission-controlled Document Library administration
  • Category access for all Documents users, selected groups, or backend only
  • One linked category per committee with automatic live current-roster access
  • Independent Documents audience policy when a broader authorized group also needs access
  • Per-document sharing controls with file revision and operation history
  • The same private storage and secure PDF viewer for general and committee-linked documents

Ready to bring Document Library to your agency?

We verify every agency setup before creating the organization.

Request verified setup