How can I add documents into the New Document Library?

Adding Documents into the New Document Library

In order to add documents into the New Document Library you will need to have the correct Role permissions.   Those permissions include:

1. Company Admin Role
   
2. Company File Library Manager
3. Community Manager Role
   
4. Community File Library Manager

Pilera released the New Document library which includes many features that clients had asked for.

- The ability to create sub-folders which helps keep a large document library more organized for easier viewing and searching for residents.

- The ability to update a document in the document library without having to re-upload the document.

- The ability to share a document across multiple communities.

- The ability for Other-occupants and Tenants to view documents.

- The ability to send a document library document to certain groups.

- Increased security - all viewers must sign in to view the document.

We allow for managers to have access to both the Old (legacy) Library as well as the New Library in their view.  That way you can updated the New library with your documents, while still sharing the Old Library with your residents.    Residents can only see the Old library while you have both libraries turned on.   Once you have completed creating your new document library, please contact us at support@pilera.com and request that we turn off the Old library for your residents and to display the New library.

1.  To upload a document into the document library go to "Resources", and then choose Document Library (if you have two Document Libraries in your view, choose the New Document Library.   Then select "Manage Documents"

2.  That will open up your Document Library and will show all of your communities.   Select the "house" icon of the community you want to add documents into.   All of your folders will then appear.

3.  To add a brand new folder, you would select the "Add a Folder to this Community Group on the right side of that screen.

4.  You would then give your folder a name and description and set the viewing Permissions.  Please note, the permissions to view are set at the Folder level.  If you set up a folder that is viewable only to Boards and Owners, you can't upload a document into that folder and set that document to also be viewed by Tenants and Other-Occupants.   Tenants and Other-Occupant types will not even see that folder in their document library view.

5.  Once you have your new folder created, you can add documents to that folder, or additional subfolders.   To upload documents, find that new folder (or an existing folder in the drop down on the left side of the screen, and click on it.  That will open up your add documents screen.

6.   Once you upload your files into the folder they will be viewable to your residents.   

7.  You are also able to Manage folder permissions on that screen (if you need to make a change), Update the sort order, Remove Folders and move the folder to a new folder.

Conclusion:   This article shows how to add a New Folder and Documents into the New Document Library.   See additional How to Articles for additional features in the New Document Library..

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