Manage Documents
Member Wizard can provide a storage facility for all the important documents your organisation wants to keep track of. Rather than having to search through dusty boxes or files looking for what you need you can search on key words to locate what you need.
Member Wizard Documents is also where you store documents you wish to make publicly available either through your Member Portal or through your Member Wizard integrated Website as a Download. In order for a document to be viewed in these areas you must check the box marked Public in the Edit Document form. Be aware that if the folder that the documents are in is marked as only available to particular membership types or to members of a particular group then you will not be able to see these documents even though marked Public unless you are of that membership type or a member of that group.
Before you can add a Document to your Member Wizard you must create or select a folder into which to add it. You can not add a document into the All Documents root directory. You can however +Add Folder to this location.
Simply click the +Add Folder link then give your folder a name.
If the contents of the folder are only to be viewed by a particular membership type/s or by members of a particular group/s then check the box marked Limit Access and select the membership type/s or group/s applicable. You will then need to mark the documents as Public so that those membership types or groups can see them in the Member Portal.
To upload a document click on Documents in the main navigation panel. The Documents form will open with the All Documents folder selected. Click on the folder into which you want to add your documentthen click +Add Document. Important you can not add a document to the root directory of the file structure (ie with All Documents selected. You must have chosen a folder to which to add it first. You can however +Add Folder to the All Documents root directory (see above)
If you wish to move a document from one folder to another you can click and drag/drop the document from its current locaiton to a new location.
Youc an obtain a link to the document for inclusion on your website or in an email provided the document has been checked as Public on the Edit Document screen. (see notes above regarding limiting access)
Making a document visible to Members via the Member Portal
You can share documents with members if you check the box on the Edit Document screen marked Public. This can be useful for making files such as Newsletters visible to members through their Member Portal. If you have limited access to the folder containing the document then only members with that membership type or members of the applicable groups will be able to view and download that document.
Copy Link to Clipboard if you wish to email a link to the document you can copy the link and insert it in your email. If the Document is marked Public you can put the link on a website.
Delete You can delete a single document or a folder with all the documents it contains but be aware this action is not reversible. Simply highlight the document or folder and select Delete from the side navigation and say Yes when prompted.
Move You can move a single document by clicking on it and dragging it to a new folder location.
Download You can download a document by simply selecting it then clicking Download in the side navigation. The document will be downloaded to your Downloads folder on your device.
Viewing a document/image You can view any type common type of document by highlighting the document name. An image of the document or image will appear in the right hand form panel. Document types such as .pdf, image files, Excel spreadsheets and Word documents can all be viewed.
