The Document section can store files, folders, and links. Unique links will be created for any files uploaded, and can be used throughout your webpages and communications. Folders can be created and nested within one another to store your organization's files and links.
The Documents section is split into two tabs:
All Documents - where content can be uploaded and folders created, but both begin unpublished until they are published by clicking the ... and then selecting Publish
Published Documents - this is a direct reflection of what your community will see when visiting your documents sections, this area features your document short links for sharing, the ability to Manage multiple Unpublished to Publish moves, and set the Sort Order.
Uploading Files
To upload a file to your Documents section, confirm you have selected the All Documents and then navigate to the folder you've chosen to store the item.
Click on Add in the upper righthand corner of the screen, a dropdown with options to Add a Link and Upload File will appear. If you would like to Create a Folder, there is a dedicated button the the right of the Add button.
Clicking on the File option will allow you to browse your computer and select the file or folder you want to upload.
After a file is uploaded, or a folder create, be sure to Publish the document to make it visible to your community.
Adding a Link in Documents
When using the All Documents section, you can Add links to other locations to be displayed alongside your documents and folders.
To add a link, first click the purple Add button in the All Documents tab, then select Add Link.
This will display a pop up that will allow you to select if it automatically gets added to the published documents, or if it saves unpublished (not visible to the public) automatically.
Enter a title for the displayed link, and a URL for it to link to, and click Add Link when complete.
Replacing a Link in Documents
To replace a link, click the "..." to the right of the Document name, a dropdown will appear. In the dropdown select View Details, a menu will slide out from the right side of the screen and include the option Upload a new file.
Once Upload a new file has been selected, you will have the option to select a file or drag and drop. Once a file has been selected, click Upload File and the selected file will be replaced
Linking to a Documents Folder
1. Navigate to your website.
2. Click on your website's dropdown menu at the top right of the page. In most cases, this will be labeled Menu or Explore.
3. Navigate to Documents.
4. Navigate to the folder that you need to create a link for.
Linking in the Site Menu and Pages
Linking anywhere else
For linking to a Documents folder in other areas (Live Feed, News, Alerts, etc), you need to include the entire URL as it appears in the URL bar of your public site. You can additionally use the copy link button within the documents section.
Managing Documents and Folders
In the Media section, select Documents, and switch back to the All Documents tab where you can select Create Folder. A field will appear in a pop up where you will name your new Folder, then click Create folder.
The Folder will then appear at the bottom of the list of folders listed at the top of the screen where you can then hover, click, and drag it into the place you want it. Clicking the ... beside a specific document will allow you to:
Download
Move
View Details
Copy Link
Publish
Delete
Note: Replacing the document or any of its details will not change the short link available.
To move multiple items from Unpublished to Publish you can use the Manage button found in the Published Document tab (the default screen for Documents when selected) to drag between sections.
Moving a file or folder to another folder
To move files or folders to another folder click the ... icon that appears on the right side of a folder, file, or link within the All Documents tab or Published Documents tab.
In the drop down that appears, select Move.
A popup will appear that contains the name of the selected folder or file, where it is moving from, and a file structured list that allows you to choose where the new file location will be.
Once a location has been selected, click Move.
Rearranging Files and Folders
Files, Folders and Links can be reorganized within the Published Documents tab.
To move an item around, click and hold down your mouse or trackpad and this will grab the folder, file or link. Moving up or down on the screen will allow you to move items within the current top level documents section or folder you are within.
Confirm the changes you've made by clicking the Save Changes button in the top right corner.
File Details
When uploading, modifying or renaming a file, a popover from the right side occurs that contains:
Name
Replacement file Upload
Document Size
Date Added
Added by (Username)
Last Modified
Last Modified by
The section also include the option to download the document, delete/trash it, and unpublish at the bottom of the window.






