Document Library - Add New

NOTE:

Files cannot be made visible to specific volunteers.
  1. Go to: Configuration >> Document Library
  2. Click the [New Document] button or click the [+] button to the left of the Document list heading
  3. Enter the Title for the document (required, maximum 200 characters)
  4. Check who can see the document (“Visible to“):
    • Administrators – only administrators
    • Others – includes volunteers, clients and/or members (depending on what modules you have in your subscription)
    • Others (Accepted/Active Only) – includes only volunteers, clients and/or members (depending on what modules you have in your subscription) with an Accepted or Active status
  5. Check whether or not the document will be highlighted (displayed) to volunteers on MyVolunteerPage.com without them having to click the [Files] button
  6. Select the Module(s) to which the document should be associated. These could be Administrator, Volunteer, Client or Member depending on what modules you have in your subscription.
  7. Click the [Select A File] button
    • The maximum file size is 10MB.
  8. Optional: Enter a Description (visible only to administrators)
  9. Click the [Save] button

For a list of valid file types, please refer to this article.

IMPORTANT:

When in a Rich Text field, you should not create a link to a file in the Document Library as this could expose the file to those other than your intended volunteer audience.

PLUS Users:

For those using the “PLUS” edition, files can be organized into folders.