Preview PDF documents and graphic files (including GIF, JPEG, and PNG formats) without the need to download the files first. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the “Preview File” icon (blue … Read more
After you create folders and upload files to your website, search for specific assets through the “DOCUMENTS” window. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click in the “search folders” box and type all … Read more
When a folder contains more than one file, you can download multiple documents from the folder at the same time. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the name of a folder … Read more
Each folder and subfolder you create can contain various types of files, including .docx and .doc files created in Microsoft Word, .xlsx and .xls files created in Microsoft Excel, PNG and JPEG image files, and PDF files. Note that only GIF, JPG, PNG, and PDF files will preview in the Document Repository on your Admin … Read more
Create subfolders to divide up the contents of a website folder into subcategories. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the name of a folder in the list to select it. Click … Read more
After you create a folder, customize who can view its contents, or delete it if you no longer need it. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the name of a folder … Read more
Organize your files within folders that you create and name. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Documents” tab. In the “DOCUMENTS” window that opens, click on the “New Folder” button to create a folder. In the “CREATE NEW FOLDER” window that … Read more
The “Documents” area of your website stores essential files, including rules or covenants, meeting minutes, bylaws, images, and more, all within an unlimited series of folders and subfolders that you create and name. Members with administrative access can secure individual documents or folders so only those people with specific credentials can access these items. Administrators … Read more
The MEMBER DASHBOARD displays and links to your upcoming organization milestones and current communications, including newsfeed posts, event registrations, forms and polls that await your input, documents you can download, outstanding payments, amenity reservations, committee assignments, sponsor additions, and ongoing chats, along with a link to your member profile. Note that the items listed below … Read more
The ADMIN DASHBOARD provides you with an at-a-glance view of the status of your organization’s critical milestones, making it easy to access the central tasks of your administrative responsibilities. Each card summarizes an individual category of information; most cards include links so you can access further details. Note that the items listed below represent the … Read more
If you work behind the scenes as an Admin to set up and contribute to your organization’s website, you’ll notice that your administrative view includes an “Admin Dashboard” tab as well as a “My Dashboard” tab. The difference between these two tabs is very simple. The “Admin Dashboard” tab displays highlights of the tasks and … Read more
Once a custom form receives submissions from members who enter data into it on your website, download the data from the “CUSTOM FORMS” window. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, locate … Read more
After you create a form, you can reopen it to add to or change its interactive features. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” window that opens, locate your form in the list. Click on … Read more
The “Search Forms” box below the title of the “CUSTOM FORMS” window enables you to search among your forms to find entries with names that match specific criteria. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Custom Forms” tab. In the “CUSTOM FORMS” … Read more
From time to time, you want to collect information from your membership or get their opinions about topics of pressing interest to your organization. Your website’s Custom Forms give you the ability to accomplish these objectives with ease. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. … Read more
Some committees are set up to require prospective members to apply to join. Applicants must be approved for membership after a review of their applications. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Committees” tab. In the “COMMITTEES” window that opens, locate the … Read more
Committee membership and leadership can change over the course of a project, initiative, or oversight responsibility. Monitor and edit committee assignments from the “COMMITTEES” window. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Committees” tab. In the “COMMITTEES” window that opens, locate the … Read more
The “Search Committees” box below the title of the “COMMITTEES” window enables you to search among your forms to find entries that match specific criteria. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Committees” tab. In the “COMMITTEES” window that opens, type your … Read more
Once you’ve set up a committee, you may find that you need to alter the way you’ve configured it. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Committees” tab. In the “COMMITTEES” window that opens, locate the committee name in the list and … Read more
Create a new committee to handle new responsibilities or oversee a new project. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Committees” tab. In the “COMMITTEES” window that opens, click on the “+New Committee” button at the top right. In the “COMMITTEE CREATION” … Read more
