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Upload Resources to the Info Hub via the Cloud

Updated
The Goal: Upload a file or link as a resource to the Info Hub so it is available to members directly from the back office via the Shared Files page.

Before You Begin:

  • If you plan to add the resource to a specific folder, make sure the folder has already been created in Shared Files.
  • If you want to restrict access to specific groups, have the Lists/Committees identified in advance.
  • If you are embedding a video, ensure the URL includes the https:// portion.

Step-by-Step Instructions

  1. Go to Memberships, Info Hub section, click Shared Files.
  2. Click the Add button.
    screenshot
  3. In the Add Resource window, configure the following:
    screenshot
    • Title: Enter a title for the resource. The title is displayed in the resource list and helps members understand the resource's purpose.
    • Description: Enter a description. The description appears when a member hovers over the resource title.
    • File or URL: Click the Choose File button to browse to the desired file, or enter a URL in the Video Link or External Resource URL box. If embedding a video, include the https:// portion of the URL.
    • Restrict access to these Lists/Committees (Optional): Select the group(s) to which you wish to limit access.
    • Publish Start Date / Publish End Date (Optional): If populated, the resource will only display to others in the Info Hub between the start and end dates. The resource will always remain visible to the original uploader regardless of the publish dates.
    • Category (Optional): If resource categories have been defined, select the appropriate category from the drop-down.
    • Folder: If you are adding the resource to a specific folder, choose it from the Folder drop-down list.
  4. Click Done.

Common Pitfalls

  • Folder not available in the drop-down: If you don’t see the expected folder in the Folder drop-down, the folder has not yet been created. Create the folder in Shared Files first, then return to add the resource.
  • Video not embedding correctly: Ensure the video URL includes https://. Incomplete URLs will not embed properly.
  • Publish dates and staff visibility: Publish start/end dates control member visibility, not staff visibility. Staff will always see the resource in Shared Files regardless of publish dates.

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