How Do I Upload Files to Document Center

When Would You Use This?

Staff use Document Center uploads to keep organization records in one place members and admins can find later — for example, scanning and storing a signed contract, adding photos from a community event, or uploading a PDF of the CC&Rs so members can reference it themselves instead of calling in.

How to Upload

There are two ways to get files into Document Center:

Drag and drop — the fastest route for most staff:

1. Switch into the organization and go to Document Center.
2. Open the folder you want to add files to (or stay at the root).
3. Drag one or more files from your desktop or file explorer and drop them anywhere in the folder view.

Traditional upload dialog:

1. Open the folder you want to add files to.
2. Click Actions.
3. Choose Upload files, then pick the file(s) from the file browser dialog.

A progress indicator appears in the bottom-right corner while the upload runs, and a confirmation ("Upload complete") shows once it finishes.

Good to Know

• Each file can be up to 250 MB. See the article on maximum file size and type limits for details on what happens if a file is too large.
• Uploading directly into a folder means the new file immediately inherits that folder's permission level (Admin only, Member read, or Public) — there's no extra step to set access on the file itself.
• Uploads at the root level (outside any folder) aren't available — Upload files only appears in the Actions menu while inside a folder. At the root, Actions only offers New folder.