Documents let you share downloadable files with your members, organized into categories. Each category holds a set of files and is made visible to the membership types you choose, so an annual member and a lifetime member can see different sets of documents. Use it for event details, forms, policies, newsletters, or any file your members need to download.To access Documents, go to Membership in the left sidebar and click Documents.

Creating a Document Category

Click + New Category in the top right corner to open the category form. You create the category and upload its files in one place.

Step 1: Name

Enter a name for the category, for example “Event Detail” or “Annual Reports.” This is the name members will see, so keep it short and descriptive. This field is required.

Step 2: Membership Types

Select which membership types can see this category from the Membership Types dropdown. Only members on the selected types will have access to the files inside it. You can select more than one membership type if the same documents apply to several plans. Learn more about Membership Types.

Step 3: Description

Write a short description of what the category contains. This helps members understand what they are downloading before they open the files.

Step 4: Upload Documents

Add the files for this category by dragging them into the upload area or clicking it to browse your computer. Keep the following limits in mind:

• You can upload up to 5 files at a time.
• Each file can be up to 5 MB.
• Uploading is optional here. Files begin uploading as soon as the category is created, and you can add more later.

Step 5: Create the Category

Click Create category to save it and start the upload. The category then appears in the Document Categories table and becomes available to the membership types you selected. Click Cancel or Back to Documents to leave without saving.

Understanding the Documents Table

Each row in the table represents one category:

• Actions — The three dot menu with the options available for that category.
• Name — The category name. Click it to open the category.
• Visible To — The membership types that can access the category, shown as tags.
• Access — The download control for the files in the category.
• Documents — How many files the category currently holds.
• Created — The date the category was created.

Use the Name field in the Filters panel to search for a category, then click Apply filter. Click Clear to return to the full list.

Managing Document Categories

From the Document Categories table, click the three dot menu in the Actions column of any category to manage it. From there you can open the category to view or download its files, edit its name, description, visibility and files, or delete the category permanently. Deleting a category also removes the files stored inside it, so download anything you want to keep first.