Learn how to upload and manage documents on the Portal.


Uploading documents to the Portal allows for easy sharing between Group members or all Residents and Members of the Community Portal. Before you can upload documents to the Community Portal, some setup is required to make sure that Folders have been created to hold the documents, and that Folders on the Portal can properly interact with Folders in uManage. 


Please review the setup requirements below and click title links for step by step information. 


PART 1  Establish Portal Document Folders - This step creates a Folder on the Portal to house documents. Create folders to organize documents making them easier to locate, review and share. 


PART 2  Create Firm Portal Folders in uManage - This step creates Folders on the uManage side. Uploaded documents are maintained in this location and shared via the Portal. 


PART 3  Add Document Folders to the Portal - This step creates the link between uManage and the Community Portal. This allows documents uploaded through either location to be visible on both. 


PART 4  Add Document Categories - Document Categories add a level of identification to uploaded documents that can be used in a Search filter.



Once setup is complete you can upload documents via the Portal.


Upload Documents via the Portal

Step 1. Login to the Portal using an account with Administrative permissions. CLICK HERE for more information.


Step 2. Click the Document Tab from the menu on the left side.

  


Step 3. Select Add New to upload a single document, or Add Multiple to upload several documents at one time. 

Step 4. Complete the Add Document window. 


  • Title - Enter a Title for the document.

  • Recipients - Select those who will be able to view the document. 

    • Public- This will allow everyone to view the document. 

    • Group- This will limit access to the document to only those selected. 

    • NOTE- Selecting this option will open access to the Permissions Tab. To add Users and groups, highlight the name in the Available Groups/Members window and click the Add button to move them to the Recipients window. 

  • Category - Select the document category from the drop down menu. 

  • Folder - Select the correct Folder the document will be uploaded to. 

  • Description - Enter a brief description of the document contents.

  • Preview on Homepage - Select from the options for viewability from the home page. 

    • Do not show on the Home Page - Select if you do not want the document to be visible on the Home Page.  

    • Show first paragraph on the Home Page- Select if you only want the first paragraph to be visible on the Home Page.

    • Show all on Home Page - Select if you want the document to be visible on the Home Page.

  • Upload - Select the file from your computer to upload. 


Step 5. Click the Save button to finalize, or the Save Add button to upload additional documents. 



Step 7. Click the Save button to finalize.