Manage organization documents

Target audience: Staff, faculty and student leaders who want to upload documents and share files with their organization members.

Overview:


Documents

Organizations may upload documents and files to share with all their members or specific positions. Documents and files can be organized into folders and shared or downloaded by members. 



To add a file

  1. Go to your organization page and select   button found at the top-right corner of the page.
  2. Select  with your organization name, found at the top left corner of the page. Then select 
  3. and  to locate the document.
  4. Enter a title for the document and select the document type.
  5. Select  to upload the document to myInvolvement. 

To create a folder

  1. Select , then select , and enter a title for the folder.
  2. Select the folder permissions to determine who can access the folder.
    • The Public → Anyone who views your organization page can access the folder.
    • Anyone On Campus → Anyone signed into myInvolvement can access the folder.
    • Organization Roster → Any member of your organization can access the folder.
    • Specific Organization Positions → Only selected positions can access the folder.
  3. Select  to create the folder.



To move files and folders

  1. Select  to view your files and folders.
  2. Locate the file or folder you want to move and select the menu icon () on the far right.
  3. Select  and select the destination folder (use the arrow icon (  ) to navigate deeper).

    Not selecting a folder will automatically move your file/folder to Documents Home.

  4. Select to move the file or folder to the selected location.



To download and view files

  1. Select  to view your files and folders. 
  2. Locate the file you want to view and select the download icon (  ) to download the file.
  3. Locate and open the downloaded file from your computer.



To share files

  1. Select  to view your files and folders.
  2. Locate the file or folder you want to share and select the menu icon () on the far right.
  3. Select  to generate a URL that links to the file.
  4. Copy and paste the URL to share the file (the file will be downloaded by the receiver).
  5. Select  to close the URL window (repeat the above steps to view the URL again).



To edit files

  1. Select  to view your files and folders.
  2. Locate the file or folder you want to share and select the menu icon ( ) on the far right.
  3. Select to the file attribute you want to edit:
    • Rename → Change the file name as it appears on myInvolvement.
    • Type → Change the file type.
  4. Select  to save any changes.



To delete files

  1. Select  to view your files and folders.
  2. Locate the file or folder you want to delete and select the menu icon () on the far right.
  3. Select  and then  again to permanently delete a file from myInvolvement. button found at the top-right corner of the page.