About this feature: The Document Library is a file storage area within Better Impact that can be used for a variety of purposes. It can be used to contain policies and procedure manuals, consent forms, newsletters, training sheets, etc. Stored documents can be used as attachments in your email messages and specified as an attachment in your Email Templates. Setting selections enable documents to be visible only to Administrators, or available (and highlighted) to Volunteers, Clients, Donors, or Members from the “Files” section on the MyImpactPage.com homepage.
Add New Document to the Document Library
Go to: Configuration, then click on “Document Library” found in the sidebar under Resources
Click the [+] button in the Document list header bar (or click the [+ New Document] button at the bottom of the page)
For PLUS admins: Mouse over the Options icon in the Document list header bar and click on “+ New Document” (or click the [+ New Document] button at the bottom of the page)
Enter the Title for the document (maximum 200 characters)
Folder: For PLUS admins, if folders have been created, select from the dropdown menu
Visible To: Select who can see the document:
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, donors and/or members (depending on what modules you have in your subscription) with an Accepted or Active status
Highlight: Check to highlight(display) the document to volunteers on MyImpactPage.com without them having to click the [Files] button
Select the Module(s) to which the document should be associated
Click the [Select A File] button
The maximum file size is 10MB
Optional: Enter a Description (visible only to administrators)
Click the [Save] button
Note: Files cannot be made visible only to specific volunteers.
Edit Document in Document Library
Note: The filters at the top will control which documents are visible to you. Check all boxes to see all.
Go to: Configuration, then click on “Document Library” found in the sidebar under Resources
Mouse over the Options icon beside the Document you want to change
Click on “Edit”
Make the desired change(s)
Click the [Save] button
Delete Document from Document Library
Once you have deleted a document from the library, you cannot undo this action.
Go to: Configuration, then click on “Document Library” found in the sidebar under Resources
Mouse over the Options icon beside the Document
Click on “Delete”
Click the [Delete] button to confirm
IMPORTANT: If the document you are attempting to delete is used in any of your Email Templates, a confirmation dialog will inform you of the number of templates that use it. You’ll need to confirm the action before you can delete the document.