ADDING A DOCUMENT

To add a document, click on or hover over the "Documents" tab, then click on the "Add Document" option.

Next, upload the file by clicking on the "Pick file" button, and either click and browse files from your computer, or drag and drop a document. ( You can select multiple documents at once by clicking on the blue "Click here to upload multiple Documents") Then press "Upload". Fill out the remainder appropriate fields such as title and description.

NOTE: If you wish you see this document on the main homepage, keep that "Feature this Document on the project homepage" box checked. Then press "Next".

After you press "Next", a similar page will show up where you can TAG your document to specific topics in the top right box. Click on or hover over the 3 dots in the top corner of the box and select "Manage Association". There in the search field you can find your topic names and click on them to assign it to your document. Then press "Save". Once a document is tagged to a topic, you will also be able to use the 3 dot menu to "Feature" the document on that page, which will add it to the "Key Documents" section. This helps to highlight documents if you have multiple documents within a topic.

The box on the bottom to email the document is always checked, so if you don't wish email it, make sure to uncheck that box and then press "Done" to save the document.

If you want to replace an existing document, maybe because there was a spelling error or some other small change, you can go into Edit Document, and then delete the existing document by clicking on the X in the document thumbnail, and then upload the new version of the document. This will replace the existing file.

NOTE: This is different than uploading a new version where you want to keep the old version, such as quarterly reports, etc.

If you have an existing document that you want to "Feature", which moves the document into the "Key Documents" box on an existing topic page. You first need to edit the document, and then in the list of associated topics, you can click on the 3 dots for the menu next to the selected topic and select "Feature".

When you return to the documents list, you will see that topic is highlighted in red, which shows that the topic is featured.

If you need to tag it to a new topic to be featured, see the TAGGING THE DOCUMENT DURING UPLOAD section above.