Documents
Upload, organize, and share community documents; control visibility by role and manage categories.
Articles
7 articlesOverview of the Documents Module
Introduces the Documents module, its purpose, how to navigate to it, and the three tabs: Documents, Categories, and Settings.
Adding a Document
Add a document to the library by filling in name, category, file path, visibility, access type, and publication date, then saving.
Deleting a Document
Permanently delete a document from the Documents module, or use the Off visibility setting to hide it without removing it.
Document Module Settings
Configure the Documents module title, default access level, and optional intro text shown to residents - accessible to site administrators only.
Document Visibility Options
Understand the three document visibility states - On, Off, and Hidden - and when to use each to control which members can see a document.
Editing a Document
How to find and update an existing document, with a note that visibility and access type changes take effect immediately after saving.
Managing Document Categories
How to add, edit, and delete document categories, including sort settings and the rule that a category must be empty before it can be deleted.