Before adding a document, make sure you have at least one category set up. Go to the Categories tab to create one if needed.
Steps
- Go to Administer Site > Documents.
- Click Add Document.
- Fill in the fields described below.
- Click Save.
Fields
Name (required) The display name for the document as it will appear on your site.
Category (required) The category this document belongs to. Only categories with a visibility of On or Hidden appear in this list.
File Path (required) The location of the file. Click Browse to open the file picker and choose a file you have already uploaded, or type a path directly into the field.
Description An optional short description shown alongside the document name in the documents list.
Visibility (required) Controls whether the document appears on your site. See the Document Visibility Options article for a full explanation of each option.
Access Type (required) Determines which group of members can view the document — for example, all registered members, board members only, or all visitors.
Publication Date (required) The date the document becomes available to members. Defaults to today. If you set a future date, the document will not appear until that date is reached.
Note: The file itself is not uploaded through this form. Use the file manager (Administer Site > File Manager) to upload files to your site first, then link to them here using the Browse button.