How to Manage the Document Library as a Board Member

How to Manage the Document Library as a Board Member

As a Board Member you have the ability to create new folders with the option to select whether it is visible by board members, residents, or both and upload documents. 

How to create a folder and add documents:

1. From the menu click on Go to Board Area 
2. Click on Documents 
3. Click on the New Root button
4. Type in a Name and Description and select who can view the documents
5. Click on the Create button once finished
6. To add a document, select the folder and click on the Click or drop new file here button
7. From your computer find and select the document to add to the folder

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.

Documents


    • Related Articles

    • Creating Document Libraries and Uploading Documents

      This article will cover how to create a new document library, upload documents, and remove or rename a document You must be logged in with an administrative account in order to perform these actions. Creating a New Document Folder Click on the ...
    • How to Update A Board Member's Name

      If you have a board member whose name is not displaying correctly on the portal, you can follow these steps to edit the display name of your board members. You may need to do this in a few different scenarios. For example, you may have the board ...
    • How to Create a Library and Add Documents

      You must have administrative capabilities in order to perform the actions below. Go to the administrative section of the Portal (comwebportal.com/admin) Select the Documents tab from the menu Select the association by either typing the name or ...
    • How to Configure the Board Area

      The Board Area allows board members to post announcements, upload documents, view architectural, compliance, delinquency, and maintenance details. To enable this feature completely you will have to follow the two part process which is below. Part One ...
    • View Aging Report as a Board Member

      Board members whose community utilizes TOPS [ONE] as the accounting system can easily access an aging report on demand.  Please follow these steps to view this information:  Once logged in, click the Go to Board Area link. Please note that in order ...