This guide explains how to upload a new document and share it with your community. For an overview of the feature, see [Documents Overview](./Documents%20Overview.md). ## Prerequisites - You must be part of a [[User Groups Overview|User Group]] that has access to manage documents in your condominium. ## Steps to Create a Document 1. Navigate to the **Documents** page. 2. Click the **Add a New Document** button. 3. **Attach the file** by either: - Clicking **Choose File** and selecting a file from your computer or device, or - Dragging and dropping the file into the upload box. 5. Confirm your file selection (click `Open` or `Choose`, depending on your operating system). 6. **Select one or more categories** for the document: - Click the categories box and choose from the list, or - Start typing the category name and select from the matching results. - You may assign **multiple categories** to a single document. 7. **Set User Group access**: - By default, all User Groups are listed and have access. - To remove a single User Group, click the `x` next to its name. - To remove all User Groups at once, click the main `x` in the User Groups field. - To add a User Group, click in the field and select from the list, or type the User Group name. 8. If you don't want to send an email notification to all users turn off **Send email notification to users that document has been posted** 9. (Optional) **Make the document public**: - Check the public checkbox to make the document accessible on your community's public-facing website without requiring sign-in. 10. Click the **Create** button. The document is uploaded and appears at the top of the Documents page. The categories assigned to the document are displayed on the right. ## Field Reference | Field | Description | Required | |---|---|---| | **Categories** | One or more categories to organize the document. | Yes | | **File** | The file uploaded from your device. | Yes | | **User Groups** | Groups allowed to view the document. Defaults to all groups. | Yes (unless public) | | **Public** | Checkbox to publish the document on the public website. | No | ## Tips - Upload a document **once** and tag it with multiple categories rather than uploading duplicates into different folders. - If a needed category does not exist, create one first via `Administration > Global Settings > Documents` tab. See [Create and Edit Document Categories](Create%20and%20Edit%20Document%20Categories.md). - To restrict a document (for example, meeting minutes for owners only), remove all default User Groups and add only the intended group(s).