Create and Edit Documents Help

Create/Edit a Documents Module:

1. Notice at the very top of the screen you have a “Dropdown” list of Module types for the tab. Select “Documents”
   
2. Next to the word “Pane:” select the appropriate pane of the tab where you would like the module to appear (you will be able to edit this later). Remember the Left
3. Pane is restricted.
4. Click “Add” at the top of the screen and to the right of the Dropdown menus. **At this point the module is created. Below is how to edit a module. This is very important to keep your site up to date.**
5. To add a document scroll over the pencil or downward facing triangle next to the module that you just added, and choose “Add New Document.”
6. Then add the title of the document (this is what people will see on the site).  You can also give the document a description and category.
7. Next select the file location using the drop down menu followed by the file name using the second drop down menu.
8. Click Update
9. To edit the Module Setting (like title, who can see it, who can edit it) scroll over the pencil and click on “Module Settings.”
   *NOTE – Administrator Roles are those people with the ability to Edit information on the Tab. Authorized Roles are those people with the ability to View the tab.
10. To move the module to a different pane scroll over the pencil and choose which pane to move it to by clicking on “Move To ____.”
11. Click “Update”