Upload Documents via the Portal

Learn how to upload important documents to the Community portal. 

This feature allows administrators to upload and share important documents on the Community Portal. Prior to uploading documents, Categories and Folders will need to be created. To learn more, click the links below.

• Categories

• Folders

Step 1. Login to the Portal using an account with Administrative permissions. 

Step 2. Click the Document Tab from the menu on the left side.

Step 3. Select Add New to upload a single document, or Add Multiple to upload several documents at one time. 

Step 4. Complete the Add Document window. 

• Title - Enter a Title for the document.

• Recipients - Select those who will be able to view the document. 

  • Public- This will allow everyone to view the document. 

  • Group- This will limit access to the document to only those selected. 

  • NOTE- Selecting this option will open access to the Permissions Tab. To add Users and groups, highlight the name in the Available Groups/Members window and click the Add button to move them to the Recipients window. 

• Category - Select the document category from the drop down menu. 

• Folder - Select the correct Folder the document will be uploaded to. 

• Description - Enter a brief description of the document contents.

• Preview on Homepage - Select from the options for viewability from the home page. 

  • Do not show on the Home Page - Select if you do not want the document to be visible on the Home Page.  

  • Show first paragraph on the Home Page- Select if you only want the first paragraph to be visible on the Home Page.

  • Show all on Home Page - Select if you want the document to be visible on the Home Page.

• Upload - Select the file from your computer to upload. 

Step 5. Click the Save button to finalize, or the Save Add button to upload additional documents.