The Document Library allows you to upload and organize documents for families and staff, such as:
PDFs
Policies
Waivers
Guides
External resource links
Documents can be assigned by category and permissions.
What You’ll Find in This Article
Where to access the Document Library
How to upload documents
How to organize by category
How permissions affect visibility
Troubleshooting access issues
Before You Start
You must have access to Website & App.
Documents can be restricted by user role or team.
Step 1: Access the Document Library
Go to Website & App.
Select Document Library.
You will see document categories and uploaded files.
Step 2: Upload a New Document
Select + Add Document.
Upload your file or paste an external link.
Add a title and description.
Assign a category.
Select Save.
Step 3: Organize by Category
Categories help group documents (example: Policies, Travel, Parent Guides).
To create or edit categories:
Open category settings
Add or rename category
Save
Documents display in order within their category.
Step 4: Configure Permissions
You can restrict document visibility by:
Role
Team
Login status
If a document should only be visible to certain users, confirm permissions are set correctly.
Document Not Visible? (Troubleshooting)
If users cannot see a document:
Confirm it was saved.
Confirm it is assigned to the correct category.
Confirm permissions allow access.
Confirm user is logged in (if required).
Related Articles
Resources Page
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