How to add and edit documents
This article shows you how to add and edit files and URLs and also has all extensions allowed by system files.
Leila Scola
Last Update há 4 meses
The Documents section of our website offers a flexible space to store a range of digital files securely. As an administrator, you can create folders that only allow access to certain roles.
Before adding any documents, keep in mind that Neigbrs accepts the following document extensions: PDF, PNG, JPEG, DOC, DOCX, TXT, XLS and XLSX. This restriction doesn't apply to URLs
You can watch our youtube video by clicking here or read the step-by-step below to learn how to upload documents on Neigbrs
To get started, select "Documents" on the left-hand menu.
1.1) Once under the "Files" tab, hover over the green plus button on the top right of the screen to add a new file. Select the "New Folder", "New File" or "New URL" option from the dropdown list under the green plus button.
1.2) You can also hover an existing folder, file or URL to edit it.
2.) Insert the title of the folder, as well as the level of access. Public includes everyone with access to the community, and Manager/ Administrators allows just managers and administrators, for example.
This article explains each access level you have on Neigbrs.
3.) Once the folder is created, open it, by selecting on the folder title. When adding a file, you automatically add it to the current folder.
4.) Click on the green plus button on the top right of the screen and select the "Add File" option.
5.) You have two options: either select a specific file or report a specific link you would like the community to have access to.
5.1) File:
Click on the second option, "Add file":
You can upload up to ten files at a time, and you can add additional filter options, Document Type and Document Tag, to all the selected files.
You can choose to share these files with multiple communities if you have more than one.
You can choose who can see these documents, filtering by profiles, contact groups or specific residents.
You can send a notification that this document has been uploaded, change the dates, and create a public link for the files so you can share them with people who don't have access to Neigbrs.
Web Link:
Click on the last option, the link symbol:
Add any link you want to share with your community, select the Document Type and share it with other communities.
You can choose who can see this link, send a notification about it, and change the dates.