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πŸ“‘ Admin Guide: Managing Documents

How to upload, organize, and manage community documents.

Keep your community's documents organized and accessible.

Uploading Documents

  1. Go to General Settings β†’ Community Documents

  2. Navigate to appropriate folder

  3. Click "Upload"

  4. Select file(s)

  5. Add title and description

  6. Set access level

  7. Upload

⚠️ Note: There is a 25MB limit (per file) on file uploads

πŸ‘‰ Access Levels

Level

Who Can View

Public

All community members

Board Only

Board members and admins

Admin Only

Administrators only

πŸ—„οΈ Organizing Folders

Vlge has five "fixed" document "parent" folders:

  • Key Documents

  • Board Reports

  • Board Files

  • Financials

  • Contracts

πŸ‘‰ Add More "custom"

You can add additional parent folders and order them as you like.

In the above screenshot, you can see that Governing Docs is a custom folder and has the "grab" anchor on the left allowing it to be ordered among other custom "parent-level" folders as you like.

Ordering: Note the "Date Added" setting on each of the parent folders. Click here and you can choose how the files in each folder are sorted. Alphabetical, by date, etc. Forward or reverese.

Subfolders

Within each parent folder you can add a number of sub-folders (up to 4 levels deep). These subfolders can be ordered by drag and drop, and then files within them can be sorted just like in parent folders.

Best Practices

  • Use clear, consistent naming

  • Include dates in document names

  • Regularly review for outdated content

  • Archive rather than delete when possible


⚑️ Moving/Rearranging Files & Folders

You can move files inside other folders as well as rearrange folders themselves.

Moving Files

Files can be moved three ways:

  1. Drag & Drop - Drag a single file from one folder to the next

  2. Per-file move icon - Note the options to the right of the file name - Click it and select the location to move the file

  3. Multi-file Select - Choose the "Select Files" button. Check the boxes next to the files to move.

    Note: This works at the FILE level (not folders)

Things that won't move

  • Key Documents (the items mirrored from the Key Documents admin section into the matching folder) deliberately don't show a drag handle, checkbox, or Move button. They live in a separate table and are managed in the specific Key Documents section.

  • System folders still can't be "reparented" - same rule the existing folder-drag handler enforces. They can be re-ordered.


πŸ—ƒοΈ Special Access to Folders

If you need to grant specific Users or Groups access to an otherwise restricted folder, you can do so by editing the folder itself and adding specific users or groups.

πŸ” Screenshot of pop-up folder editor:

πŸ‘‰ Members & Groups have three permission options:

  1. Viewer - Can only view the files

  2. Contributor - Can view + add files

  3. Manager - Can view, add, move, and delete

πŸ›Ÿ Need more help? Just ask!

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