Create a Folder

Organize your files within folders that you create and name.

  1. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Documents” tab.
  3. In the “DOCUMENTS” window that opens, click on the “New Folder” button to create a folder.
  4. In the “CREATE NEW FOLDER” window that opens, type a descriptive name into the “Folder Name” box.
  5. Activate the “Viewable By All Members” checkbox to make the folder and its contents visible to all members. Deactivate the checkbox if you want to limit who can view the folder. When you deactivate the “Viewable By All Members” checkbox, the “Viewable by…” dropdown menu appears.
    • In the “Viewable by…” dropdown menu, click on a checkbox to select or deselect the name of a role. These roles include the names of your organization’s committees. Select as many roles as you want to be able to access this website folder, or deselect any roles that you no longer want to be able to access it. To make the folder visible only to Administrators, select “Admin Only” from the “Viewable by…” dropdown menu.
  6. To complete the process of creating your folder, click on the “Create” button at the bottom of the “CREATE NEW FOLDER” window. To exit the process without creating a folder, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.