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.

The new training video hasn’t been created yet for this feature.

  • If you haven't already done so, Log in to your website and select the Dashboard link at the bottom of the page. You will be taken to the Site Content. The Document Groups extension needs to be activated in Extensions. See the Extensions training video for further instructions if needed.
  • Select Document Groups from the left navigation bar. Notice that the Document Groups folder opens a dropdown revealing additional Document Groups options.
  • 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. Select Next.
  • Select Add Documents or 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. When done selecting documents, select Insert. The dialog box closes and the file shows in the main document contents.
  • Select Save.
  • You are returned to the document group index view. Select the Edit link to modify or add more documents to a group. You will automatically be taken to tab 2 Add Document. 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. 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 the tab 1 Document Group Details tab to set privileges for who can view the page.
  • To display a document on a page 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. 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.