Adding Global Documents
Adding Global Documents
Once your global folder is set up, you can begin adding documents to make them accessible across all associations.
Note: Anything uploaded here is visible across your entire portfolio Confirm the document is genuinely intended for every association before adding it here.
Follow these steps to add a global document:
In CINC Connect Super Admin, select Documents > Global Folders on the left side menu.
OR
In universal navigation, go to Associations > Documents > Global Folders.
The Global Folders page displays. Use the Filter field to locate a folder by tag or date range. You can also click a Search icon to display additional search and filter fields to locate the appropriate document folder.
Click the More icon to the right of the appropriate folder and select Upload.
The New Global File page displays. Drag and drop files or click Browse Files to search for and select the files you want to upload to this folder.
Select the associations you want to share this global file with.
Click Save.
The system saves the global file to the selected associations.