Modules

Resources and Documents

9min

Module Overview

For users and members, this tab allows them to view files, links, and folders that have been uploaded by Group Leaders. Users and members will not see the upload options.



Resources tab
Resources tab


The resources tab allows group leads to upload a file, create a link, or create a folder. This tab also allows users to download the already uploaded resources or access links. Note: Only .pdf,.xls, .xlsx,.ppt,.pptx .doc,.docx,.png,.jpeg,.jpg files are accepted



Resources location
Resources location



The Basics

Upload a Resource  

  • Click on Upload File
  • Enter the name of the resource
  • Either drag and drop a file into the box, or click the box to browse for a file to be uploaded
  • Add an optional description about the file
  • Click Submit to complete the file upload





Resource upload window
Resource upload window


Bulk File Upload

This option can be used if a user wants to upload files in bulk. Follow the same procedure as before, but select or drag/drop multiple files to upload. 

New Link

  • Click on New Link
  • Enter the link name
  • Add in the link URL
  • Add an optional link description
  • Click Submit to add the link



New Link window
New Link window


New Folder

This option can be used if a user wants to create a folder under resources. It is also useful for controlling the scope of the folder, whether at the group level, chapter level, or channel level.

To create a new folder, click ‘New Folder’ (which opens the Create Folder Window). Then, set the scope from the scope dropdown, enter a name and description for the folder, and click submit to create the folder. The screenshot below shows the Create New folder window and the Scope dropdown.

  • Click New Folder
  • Identify the scope (Group, Chapter, Channel)
  • Name the folder
  • Enter an optional folder description
  • Click Submit



Create New Folder window
Create New Folder window



Configuration Options

  • Enable/disable Resources module