Your File Manager Settings allow you to set up categories, permit logged-in constituents to upload files, and more. You can find them by navigating to Global Settings > File Manager.
If you want to use the Category field when adding files, this is where you configure which categories are available to choose from. Navigate to:
Global Settings > File Manager > Categories
You may add new categories, delete existing ones, and make categories active or inactive. The Code column is for your own internal reference. If a category is Inactive, it will not appear as an option for new Files. This is often preferable to deleting a category, because deleting a category removes it entirely from all documents that may have it.
When you’re finished making your changes, click Submit at the bottom.
This section of your settings lets you control how your staff and constituents upload documents, and some of the parameters for access.
Navigate to: Global Settings > File Manager > Settings
If you enable this feature, constituents who log in to your Constituent Login Portal and navigate to the Share Documents page will see a link to Upload a New Document and be able to view their previously uploaded documents.
A staff user must approve the document. Once approved, the file will be available to the user who uploaded the file, and the file will be visible to staff users on the constituent's account page. Staff users can view and approve documents that have been uploaded by constituents by navigating to:
Files > File Manager
Max file size for logged-in constituents per upload (in KB)
This setting lets you configure the size of files that your logged-in constituents can upload. This is useful for preventing people from uploading files that are too large.
Max file size for System Users per upload (in KB)
This setting lets you configure the size of files that your System Users can upload. This allows you to set different limitations for system users than those you place on your constituents.