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
– Specified as an attachment in your Email Templates
– Visible only to Administrators, or available (and highlighted) to users from the “Files” section on the MyImpactPage.com homepage
- 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 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 users 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 to specific users.