Upload Contents to or Delete Contents from a Folder

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 Dashboard, or on a Documents-templated page on your live website, and that most linked files will download rather than preview.

  1. To upload a document to a folder on your website, click on the “Features” tab on the vertical Dashboard menu at the left side of the screen. Note that an individual document must be no larger than 15 MB.
  2. Click on the “Documents” tab.
  3. In the “DOCUMENTS” window that opens, click on the name of a folder in the list to select it.
  4. Click on the “Upload” button next to the “Settings” button at the top right.
  5. In the “UPLOAD” window that opens, activate the “Viewable By All Members” checkbox to make the file visible to all members. Deactivate the checkbox if you want to limit who can view the file. 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 file visible only to Administrators, select “Admin Only” from the “Viewable by…” dropdown menu.
  6. Click on the “Browse” button and locate the file you want to upload. Click on the name of the file to select it and click on the “Open” button to continue.
  7. To complete the process of uploading your file, click on the “Upload” button at the bottom of the “UPLOAD” 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.
    • After you upload a file to a folder or subfolder, the folder display area on the right side of the “DOCUMENTS” window displays a list of the contents, including the name of the file, the date on which you uploaded it, the size of the document, and an “Actions” column that includes icons you can use to download the file or edit its settings.
      1. Click on the “Preview File” icon to see a preview of the contents of the file.
        • In the “PREVIEW” window that opens, click on the “Download” button to save a copy of the document on your computer.
        • To close the “PREVIEW” window, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
      2. Click on the “Copy File Link” icon to copy the online address of the file so you can link to it on a website page.
      3. Click on the “Download File” icon to save a copy of the document on your computer.
      4. Click on the “Edit File” icon to delete the file or change who can access it.
        • In the “EDIT FILE” window that opens, click on the “Viewable By All Members” checkbox to activate it if it is unchecked or deactivate it if it is selected. When the checkbox is deselected, 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.
        • To delete the file, click on the “Delete File” button. In the “DELETE File?” window that opens, click on the “Delete” button to confirm your deletion. To exit the “DELETE FILE?” window without deleting the folder, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
        • To save your changes in the “EDIT FILE” window, click on the “Save” button. To exit the “EDIT FILE” window without making any changes, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
    • After you upload a file to a folder or subfolder, the name of the folder in the list on the left side of the “DOCUMENTS” window displays a “>” after it to indicate that it is not empty.
      • Click on the “>” after the name of a folder to view a list of the subfolders within it.