Adding Documents

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To access the Documents Manager place your mouse over the Administration tab at the top of your screen.

All documents must be in folders to show on the portal. Before uploading your document, make sure there's a folder available. See Document Folders for more information on adding folders to the portal.

1. Click on Drop_down_arrow to select the Document Type: from the list. If you select Group or Marketplace Business, an additional selection box displays for you to select the group or business.
2. You do not need to select any other filters.
3. Click on Add Document, the Create New Document page opens.
4. Type in a unique document name in the Name field.

Comm_Document_Name

5. Type in a description in the Description field. This is for your reference only, it will not show to anyone else.

Community_Doc_Desc

6. Choose a Folder to store your Document.

Community_Doc_Folder

7. Click on Select to navigate to the file you want to upload.

Community_Doc_Select

8. The Choose File dialog box opens. Navigate to the file you want to upload. Click on the file.
9. Click on the Open button.

Open_Button

10. The file location will show in the Filename: field.
11. Click on the Submit button to submit your document to the Community Administrator for approval. Community Administrators, your documents will be posted to the portal without needing approval.
12. You'll see an upload progress box that gives you the status of the document uploading.

Upload_Progress

13. After the upload has finished, you'll get the following message:

Submitted_Document

14. Click on the sentence Click here to continue to be returned to the My Home Page.