How do you Add, Edit, and Delete Documents?

Add: 

1. Go to the left menu and click “Organization” then “Documents”. This takes you to your Document Library.
2. You can add a document at the top. You can either drag and drop a document from your computer into the grey box, or browse your computer and upload a document by clicking “Browse Document”. 
3. Once you’ve select which document you want to upload, name the document and write a description. The name will be shown to volunteers, but the description is internal and only visible to your organization’s admins. 
4. To finish, click the orange button on the right side that says “+ Add Document”. 

Edit:

1. Go to the left menu and click “Organization” then “Documents”. This takes you to your Document Library.
2. Find the document you want to edit in your list (scroll down past where you add a document), then click the pencil button under the “Actions” column. 
3. This will take you to the document's details where you can change the document name, the description, and the ability to remove the document. Don’t forget to click “Update” once you finish making edits.

Delete:

1. Go to the left menu and click “Organization” then “Documents”. This takes you to your Document Library.
2. Find the document you want to remove from your list (scroll down past where you add a document), then click the trash can button under the “Actions” column. 
3. Confirm your actions by clicking “Remove document”. 

Questions? Email us at support@pointapp.org.