File Library Types, Groups, Sub-Groups

File Library Types:

1. Click File Library
2. Select Related on the right side, next to Summary. Click File Library File Type.
3. Enter a code into the New Code field, it's usually an abbreviation of the New Desc. in the next field and will not be viewed outside of this page.
4. Enter a name into the New Desc. field, this will be displayed as the name.
5. Enter the Display Seq. number in order of how you would like it to display on your Club, NH, or SIG's Microsite if that's its purpose. If it's not meant to display, any number would work here.
6. Once done, click Add Code to create the File Document Type.

File Library Groups:

A File Library Group allows files (PDF, DOC, XLS) to be organized into groups.

1. Click File Library
2. Select Related on the right side, next to Summary. Click File Library Groups.
3. Enter a code into the New Code field, it's usually an abbreviation of the New Desc. in the next field and will not be viewed outside of this page.
4. Enter a name into the New Desc. field, this will be displayed as the name.
5. Enter the Display Seq. number in order of how you would like it to display on your Club, NH, or SIG's Microsite if that's its purpose. If it's not meant to display, any number would work here.
6. Once done, click Add Code to create the File Document Group.

You will now be able to select the group when uploading or editing a file in the File Library.

File Library Sub-Groups:

A File Library Subgroup allows files (PDF, DOC, XLS) to be further organized under their existing File Library Group structure. Common examples of File Library Subgroups include years, months, or departments.

1. Click File Library
2. Select Related on the right side, next to Summary. Click File Library SubGroups.
3. Enter a code into the New Code field, it's usually an abbreviation of the New Desc. in the next field and will not be viewed outside of this page.
4. Enter a name into the New Desc. field, this will be displayed as the name.
5. Enter the Display Seq., any number would work here.
6. Once done, click Add Code to create the File Document SubType.

You will now be able to select the subgroup when uploading or editing a file in the File Library.