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 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 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.