File Repository

Overview

A custom template that allows site visitors to search by file tag. Steps to add a file to a file repository page:

  1. Navigate to your Commands menu (bottom left of browser)
  2. Choose Creat post
  3. On the next page, choose the button titled Post
  4. When in the editor, add the following:
    1. Title
    2. Under Sections in which this post should appear, choose which File Repository this file should appear on. For example, I want to add the newest financial report. I would check the box titled “Financial Reports” in the navigation tree.
    3. Under file tags choose the tags the file should be filtered by. For example, is this file is an audit, check the box titled Audit.
    4. Attach the file(s) to the horizontal tab titled File Attachments. Add a title to your attachments.
    5. Add a Post date found in the horizontal tab titled Calendar Date (if applicable). For example, if this is an audit for January 2020, make sure to indicate that in the post date field. The file order is determined by post date.
    6. If this post is ready to go live, check the box titled Publish in the horizontal tab titled Publishing Options.
    7. Hit Save.

System admins can edit and view the full list of tags here.

  • Title
  • Date
  • Category
  • Available Files

Example Audit

09/29/2020

Audit, Comprehensive Budget

Example Comprehensive Report

09/29/2020

Comprehensive Budget

Example file without tag

09/29/2020

uncategorized