Documents and Policies – Agendized

Documents and Policies can be uploaded to the Document tab.

To get to the Document tab you must be on one of your teams. Select Documents from the menu bar.

Document tab.png

Create a Category

Press New Category to create a category to assign to a document. Examples of categories might be Policies or Budgets.

Policy Name.png

Click Upload Document. A new window will open.

Name the document
Enter an optional summary.
Assign the document to a category. This will list the document under the category listed above.
Either drag and drop a single document into the document file area or click Click to upload to enter it from the file management program on your device.

You can change the name of the Documents tab from the Team Edit button.

Select your Team
Click Edit
Under Documents Alias enter a new name for Documents and they will now be displayed as that name (eg., Policies, Resources, Important Files)

Document Names.png