Document Groups

Document Groups are a place to organize documents and files you want to make available for download, such as an archive of newsletters in PDF or Word format.

  • If you haven't already done so, Log in to your website and go to the Dashboard. You will be taken to the Site Content tab. You will need to activate Document Groups in Extensions. See the Extensions training video for further instructions if needed. 
  • Select Document Groups from the left navigation bar. Notice that a drop down reveals additional Document Groups folders.
  • Choose the Add Document Group button on the top right.
  • Enter a Title for your document group. Think of this as a folder where you add document files. Fill in the fields provided. You can add a Description, Labels and a Photo and choose the Privileges level. Select Next.
  • Two button options will appear, Add Documents and Insert external document to add items to your document group. If you select Add Documents, a dialog box opens with the options to choose between Documents in Library or Upload. See the File Library training video for further instructions on uploading files if needed. In this example, we will select Documents in Library. When done selecting documents, select the Insert button. The dialog box closes and the file shows in the main document contents. 
  • Select the Save button.
  • You are returned to the document group index view. Select Edit. You will automatically be taken to tab 2 Add Document. Select a document and select Insert. You can also drag and drop your documents into any order. Note: Documents added are sorted by most recently added by default. If you manually change the order of your documents within a document group your manual sort will override the default sort. Select Edit on the document you wish to change. The document will expand to allow you to make changes to that document’s title, description and date. Select the Save button.
  • Select Edit. Then select tab 1, Document Group Details, to make changes and/or set privileges for who can view the page. Select the Save button.
  • To display a document, you can create a Main Menu item, insert a link with the editor’s Link Chooser on a page, or create a Document Groups widget. You can choose a document group by its title or only a specific document. For this example we have created a Main Menu item and linked it to the document group we created. Select View Site to see it. Note: Individual Documents can also be uploaded to the File Library. Refer to the training videos Main Menu, TinyMCE Editor, Widgets, or File Library for further instructions if needed.