How can I upload files?

Modified on Wed, 24 Dec, 2025 at 10:11 AM






To upload a file, follow the steps below.

Step 1: Navigate to Files

From the main menu, go to Admin > Files.




Step 2: Add a New File

Click the Add File button to open the file upload form.



Step 3: Complete the “Add File” Form

Fill in the following fields as needed:

  • Name
    Enter the name you want displayed to your community.

  • Meeting Minutes
    Tick this option if the file contains meeting minutes and should appear on your Meeting Minutes page.

  • Attach to Order
    Select this option if you want the file included in order confirmation emails.
    Note: You will also need to specify which events the file should be attached to.

  • Events
    Choose the events you want this file associated with.
    If attached to an event, the file will appear on the event page under Attachments.

  • Roles
    Restrict access to specific user roles if required.
    Community members will only be able to view the file if they are logged in and have the appropriate role.

  • File
    Upload the file you want to share.
  • Allowed file types: JPG, PDF, DOC, DOCX, XLS, XLSX, TXT, ZIP

  • Maximum file size: 4MB



Once all fields are completed, save the file to make it available according to the settings you’ve chosen.





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