Add New Document to the Document Library

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 

  1. Go to: Configuration, then click on “Document Library” found in the sidebar under Resources 
  1. 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) 
  1. Enter the Title for the document (maximum 200 characters) 
  1. Folder: For PLUS admins, if folders have been created, select from the dropdown menu 
  1. 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 
  1. Highlight: Check to highlight(display) the document to users on MyImpactPage.com without them having to click the [Files] button 
  1. Select the Module(s) to which the document should be associated. 
  1. Click the [Select A File] button 
    • The maximum file size is 10MB. 
  1. Optional: Enter a Description (visible only to administrators) 
  1. Click the [Save] button 

Note: Files cannot be made visible to specific users. 

Updated on July 20, 2021

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