Documents: Manage documents
Use the Documents section in Charms to store all files that are Charms related. You can create a folder structure and upload files ensuring that all your Charms documentation is stored in one area and the right people can access the information.
To create a folder structure, see Manage document folders.
What do you want to do?
- Upload a document
- Set permissions on a document
- Open a document
- Move a document
- Rename a document
- Set document order
- Delete a document
Upload a document
The maximum file size you can upload is 20 MB, and the filename cannot be longer than 30 characters or contain special characters.
- On the Main Sections menu, click Home, and then click Documents.
- In the left pane, right-click on the folder you want your document to reside in and select Upload.
- Navigate to your document and click Open.
Set permissions on a document
Permissions for a document default to Public, which means it is viewable on the Parent/Student/Member portal. You can mark a document Private and then only helpers can see the folder and its contents.
- On the Main Sections menu, click Home, and then click Documents.
- In the left pane, right-click on the document, click Private, and then click OK.
Open a document
- On the Main Sections menu, click Home, and then click Documents.
- Click the folder where the document resides.
- In the right pane, you can double-click on a document to download it. Or, if you prefer to not download the document, right-click on the document and select Open in a new tab or Open in a new window.
If you download the document, you can open it on screen or choose to save the file to another location.
Move a document
You can move multiple documents at one time by holding your Ctrl or Shift key and clicking each document.
- On the Main Sections menu, click Home, and then click Documents.
- In the left pane, drag the document from the current folder and drop it into the new folder.
Rename a document
The document name cannot be longer than 35 characters.
- Main Sections menu, click Home, and then click Documents.
- In the left pane, right-click on the document and select Rename.
- Type your document name and hit enter.
Set document order
If your folder has several documents, you may want to organize the documents by name or by date.
- On the Main Sections menu, click Home, and then click Documents.
- Right-click on the folder with the documents you want to order.
- Click Set Order and then click the option you want.
Delete a document
You can delete multiple documents at one time by holding your Ctrl or Shift key and clicking each document.
IMPORTANT: Once a document is deleted, it cannot be recovered. Be sure you really want to delete it before proceeding.
- On the Main Sections menu, click Home, and then click Documents.
- Locate and right-click on your document.
- Click Delete.
- Confirm your action by clicking OK.