You can view all documents from your organization and any circles you belong to by clicking the “Documents” button on the top right menu.

Administrators and members that are a “User with Self Approval” can add files. The files will be live on the portal immediately. Members that are a “User with Admin Approval” can add files and the administrator can review before making them live. Read-only members cannot upload files, but can view them.

Adding Documents

To view a video on adding documents: https://youtu.be/aQHRWeF30IQ

To add a file:

1. Click on the organization or circle name on the left menu.
2. Click “Documents”, then click the “Upload a Document” button.
3. Select “Upload” or “Link” from the “Document Type” dropdown. “Upload” means you’ll upload the file and “Link” means you’ll add a URL to a Google link.
4. Select the folder you want your file to be added to from the “Folder” dropdown.
5. Name the file by adding a title in the “Title” field.
6. Use the right column “Share Access” to select who you want to share the file with. If you’re adding a file in a circle, you can select “Share with All Members” to share the file with the entire organization. If your circle has children, you can select “Share with Child Circles” to share with all of them. You can also share with any circles you belong to.
7. Either link to the file or select the file you want to upload, then click “Upload” or “Link Document”.

Editing Documents

To view a video on editing documents: https://youtu.be/yHAsNK4VA7I

To edit a file, click on the organization or circle name from the left menu, then select “Admin Tools”. Click “Manage Documents” and click on the folder, then the edit icon next to file you’d like to edit. After making your changes, click “Save Chnages” to save your edits.

Deleting Documents

To view a video on deleting documents: https://youtu.be/EkU0TQvXGvg

To delete a file, click on the organization or circle name from the left menu, then select “Admin Tools”. Click “Manage Documents” and click on the folder, then the edit icon next to file you’d like to delete. Click the yellow “Delete Document” button, then click “OK”.

Manage Document Folders

To view a video on creating document folders: https://youtu.be/OmSFwA0Z0nQ

Document folders are managed at the organization level. If you’re an organization admin, click on the organization name from left menu, then “Admin Tools”. Click “Manage Documents”, then “Manage Folders”. You can create new folders or edit existing ones.

Viewing Document Revision History

To view a video on viewing a document’s revision history: https://youtu.be/X2ZPPGm60pk

Admins can view any file’s revision history by clicking on the organization or circle name from the left menu, then “Admin Tools”. Click “Manage Documents” and click on the folder, then the edit icon next to file you’d like to view. On the bottom of the document page there’s a “Revision History” section.