Learn how to add Document Folders on the Community Portal.



Folders are used to sort and manage documents on the Community Portal as well as creating a link between the Portal and uManage.



Step 1. Log in using an Admin account for the corresponding Association. You can locate Admin accounts on the Find Logins page at Portals > Community Link > Find Logins. CLICK HERE for more information. 


Step 2. Select the Documents Tab. 



Step 3. Click the Manage Folders tab.


Step 4.  Click on the Folder where you want to add the new Folder. 


Step 5. Enter a name for the New Folder. 



Step 6. Click the Add Folder button to finalize. 

Step 7. Click on the name of the Folder you just created. 

Step 8. Click the Set Permissions button. 



Step 9. Complete the Permissions window. 


  • Public- All owners will be able to view.


  • Group- Selecting this option will allow you to add individual members, or all members of a previously established group or groups. CLICK HERE for more information about creating Groups. 


To select members, highlight the name(s) of the individuals or group(s) in the Available Group/Members pane and click the Add button to move them to the Recipients pane.

 



Step 10. Click the Save button to finalize.