The Documents module lets you upload and share files — such as meeting minutes, HOA rules, forms, and community notices — with your residents. Documents are organized into categories, and you can control who can see each document and when it becomes available.
Getting There
- Log in to your site with a board member account.
- Click Administer Site in the top navigation bar.
- In the left-hand menu, click Modules, then select Documents.
The Three Tabs
Once inside the module, you will see three tabs at the top of the page.
Documents The main list of all documents on your site. You can search by name or filter by category. Click any document name to edit it.
Categories Manage the category folders used to organize your documents. You must have at least one category before you can add a document.
Settings Configure the module title, default access level, and introductory text shown to residents. This tab is only visible to site administrators.