How to Create a Library and Add Documents

How to Create a Library and Add Documents

You must have administrative capabilities in order to perform the actions below.
  1. Go to the administrative section of the Portal (
  2. Select the Documents tab from the menu
  3. Select the association by either typing the name or choosing from the drop down list
  4. Click on the New Root button
  5. Type in a Name and Description and select who can view the documents
  6. Click on the Create button once finished
  7. To add a document, select the folder and click on the Click or drop new file here button
  8. From your computer find and select the document to add to the folder
  9. Once the documents are uploaded you will need to enable the Documents in order for them to be visible for residents. You have the option of enabling this globally across all of your associations or by association.  
    1. To enable globally: Click on the Company Settings tab from the menu
    2. Under Display Permissions - Residents: Check the option for Show Documents 
    3. Click on the Save Display Permissions button  
    4. To enable by association: Click on the Association Settings tab from the menu
    5. Scroll to the end of the page and Check the option for Documents 
You can create multiple root and sub folders as necessary. To delete a folder simply select the folder to be deleted and click on the delete button above the folders. You are able to edit a folder once it is has been created to change the name, description, or change the view permissions.

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