Documents

Upload and manage documents

Share files with members and require approval for sensitive documents.

Upload a document

  1. Go to Documents in the sidebar.
  2. Click Upload Document.
  3. Enter a title and optional description.
  4. Choose a category (minutes, bylaws, financial, newsletters, or other).
  5. Select the file to upload. Supported formats include PDF, Word, Excel, images, and more.
  6. Choose whether the document needs approval before members can see it.
  7. Click Save.

Approval workflow

If you enable approval:

  1. The document is uploaded but hidden from members.
  2. Another admin reviews it and clicks Approve or Reject.
  3. Approved documents become visible to all members.
  4. Rejected documents stay hidden with an optional reason.

Organize documents

  • Use categories to group related documents.
  • Members can filter by category to find what they need.
  • Pin important documents to the top of the list.

Member access

All members of your association can view approved documents. They can open them in the built-in viewer or download them.

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