Navigation
To get to the Association Documents section, select Settings > Manage > Association > Document
Adding Groups and Items
A Group is similar to a “File”, where you can add documents, or items, to it. Groups and Items can all have their permissions changed to allow what type of users can see the contents.
- You must have a group to be able to add a document or item
- If your association already has existing groups, skip to step 3
Step 1
Add a new group by selecting the green "Add New Group" button in the top right of the Documents Page
Step 2
Add a name, description (optional), and then set the visibility permissions in the dropdown.
- Ensure to select "Save" before closing the window.
Step 3
Now that the group has been created, select that group in the Documents section
Step 4
Select "add item" at the bottom left of the popup that appears after selecting the tile
Step 5
Select the type of item you are adding/uploading to the folder. This can either be a document, link, or new subfolder inside of the group you have created.
- Document: Allows you to upload a document from your computer
- Link: Allows you to paste a link that users can click on to take them to that linked page (google docs, website, etc.)
- Folder: Creates a subfolder within the group to allow for further organization
Step 6
Ensure you fill out the required fields for your type of upload. The reference below shows the fields for each upload type is in the order of Link, Document, Folder.
- Select the green Save button next to each of the uploaded items
Step 7
After all items have been saved within the folder, select the blue Save button in the top right of the window to save the whole folder.
Those items have now been added to the group, and can be accessed by users given permission to view them.
- To remove or edit any items, select the blue edit button next to that item to change information or delete it.