How to upload or edit a document in your Documents Library?

The Documents Library in Helpful Village allows you to organize and manage documents in folders. You can upload new documents, edit their details, replace files, control who can access them, view and download documents, or delete documents you no longer need.

1. Access the Documents Library

Navigate to Admin → Documents Library.

The Documents Library is organized into folders. Within each folder, you can add, edit, delete, and download documents. The delete option is available when you open a document for editing.

2. How to Upload a Document

To upload a new document, follow these steps:

1. Click the New Document button.
2. Enter the document's name.
3. Select the folder where you want to store the document.
4. Choose who can access and read the document.
5. Select the file you want to upload.
6. Click SAVE to upload the document.

3. How to Edit a Document

To modify an existing document:

1. Locate the document you want to update.
2. Click its Edit button.

1. Locate the document you want to update.
2. Click its Edit button.

3. Update the document's information as needed. You can also replace the existing file with a new one.

4. Click SAVE to apply your changes

4. How to Delete a Document

You can delete a document from its editing page.

1. Open the document you want to delete by clicking Edit.
2. Scroll to the bottom of the page.
3. Click the Delete button.

Make sure you have selected the correct document before deleting it.

5. How to View and Download a Document

You can also view and download documents stored in the Documents Library.

Locate the document you need and select the appropriate option to view or download it.