How to add Documents or Files within the app

How to add Documents or Files within the app


Click Manage Files from the Admin Console Homescreen (button on the left)

Click Upload Files to upload individual files


  • Click Into the Box and Choose the Appropriate File to Upload
  • Click Create Folder to create folders for documents
  • Enter Folder Name
  • Click Submit
  • To add files into the folders, click Upload File


To Add A File To The Homescreen, a submenu or Detail Page

Click "Add Item" from the Homescreen or a Submenu to add a new section

  • Enter Title
  • Choose an Icon
  • Select Type from the Dropdown: "File"
  • A File box appears and Choose the file that you'd like to attach to this section.
    • File options appear based on the documents that have already been added to the Manage Files section

  • File3.PNG

Currently, only one file may be added to a section at a time from the main screen.


To Add Multiple Files To A Section - Multiple Options
Option 1: Sub-menus
Click "Add Item" from Homescreen
  • Enter Title
  • Choose the Icon
  • Select Type - Submenu or Detail Page
  • Click Submit

    Click on the New Category 

  • Click "Add Item"
  • Enter Title (Examples Code of Conduct)
  • Choose Icon
  • Check Customize Icon Color if you want a specific color for the icon and icon background (different than the overall community option)
  • Check Override Icon Set if you want a particular icon to have a different shape than the others
  • Type: File
  • File Dropdown: Choose from a pre-uploaded file or click "Create New File" 
    • Note: Create New File will open a new tab to the "Manage Files" section.  Upload new file, but you will have to go through the steps again to add a new submenu category with the new file.  Better  workflow to add the file prior to adding it to a category
  • Click Submit

Option 2: Detail Pages
Click "Add Item" from Homescreen
  • Enter Title
  • Choose the Icon
  • Select Type - Detail Page
  • If you have multiple documents within one icon category, click "Multiple Items Listing"
  • Click Submit

    Click on the New Category 

  • Click "Title/Location" Bar
    • Click "Item does not have a location"
    • Enter Title
  • Click "Description/Image" Bar
    • Enter Description and/or necessary instructions
    • Upload an image 
    Note - If copying information from another source and the formatting appears off, highlight affected area and click the "Clear Text" (Tx) button).
  • Click the "Hours" Bar
    • If no hours apply, check "No Hours"
    • If specific hours apply, either type in the necessary hours or use the up/down arrows for each day. 
  • Click Button Bar
    • If there is a website or phone number that applies, enter in the appropriate fields and those buttons will appear.
    • Custom buttons: 
      • Title: Enter name of file
      • Icon: Choose appropriate icon (Search option available)
      • Action: Open File
      • Choose from a pre-uploaded file or click "Create New File" 
    • Note: Create New File will open a new tab to the "Manage Files" section.  Upload new file, but you will have to go through the steps again to add a new submenu category with the new file.  Better workflow to add the file prior to adding it to a category
  • Click Submit

 


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