Pilera Software

How do I add my document library documents into my Community Website?

How do I add documents from Document Library to the Community Website?

Last Updated: Jun 10, 2019 05:15PM EDT
Summary/Goal: To add documents from the document library (newer version released in 2018) to the community website.  This article will also describe how to add a specific folder from the new document library to the community website.

Brief: Once you're in editing mode, click on the plus icon to add new content.  Then select "Document Library" from the portal integration options.

Steps to add the entire new  document library on one page:
  1. In the upper right-hand corner, turn on "Edit Mode".
  2. Create a new page to display your documents, or simply navigate to that page if you have already created it.
  3. Click on the blue "+" icon to add new content.
  4. In the dialog window that opens, click the "Pilera Portal Modules" drop-down button.



     
  5. Then, select "Document Library".  



     
  6. The entire document library module will now be placed within your website.


     

Let's say that for example, you have a Financials page on your website and you only want folders/files from the Financial section of your document library to display on that page.  Here's how to do it:
  1. Follow steps 1-6 above to add the document library to your web page.
  2. Navigate to the folder that you want users to automatically see when they go to the Financials page.  In this case, that would be the Annual Financials folder.  
  3. Click on the Actions button and then click "Mark As Default Folder For Page".  Refresh the page to see the change made.  

     
Conclusion: Adding documents to your community website is a great way to inform and educate your residents.  Marking a folder as default on a specific page provides managers with greater customizability and helps residents to easily find the documents they are looking for on the website. 

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