Docs

The Documents Page is the central location for documents on your community's Mosaic website. You can upload any type of document and you can create new documents with Mosaic's built-in word processor. Each group page can include a documents section. Members of the group can edit the documents list and group documents can be optionally shown on the main Docs page. Note: there is a separate Minutes module designed for recording meeeting minutes.

Finding Documents

To find a document, click on the title or use the search box to find a specific document. The search function is robust and searches for root words so the case and conjugation are ignored. A request for specific words will look in the title, content, and keyword fields of each document.

Adding, Editing, or Deleting Documents

The Edit Documents page is where documents can be added to the main Docs page. The documents or admin role is needed to view this page.

On the Groups page, members of the group see a pencil icon that allows them to edit the documents for the group.

When adding a new document in either place, you will first be prompted to specify what type of document you are adding:

  • a new document (using the online word processor)
  • a file that you upload from your computer
  • a link (a URL to another website)
  • a folder for organizing your documents

After clicking on the type you want, a form will pop up allowing you to add the new document.

  • Enter a title for the document
  • Select the type of document, such as “policy”, “how to”, “manual” or whatever you want. Click the pencil to the right of the popup to edit the available types
  • if adding a document on the main Docs page, you can optionally assign the new document to a group
  • there is a “show on main docs page” checkbox for group documents so you can specify to show the document only on the group’s page or also on the main docs page
  • there is a “show on news feed” checkbox so you can specify whether or not to show the addition of the new document on the news feed on the Home page

When someone viewing the site clicks on a link for a document, one of two different things can happen:

  • if the document was created with the online word processor or if the document uploaded is a text or HTML document it will be displayed in a new tab in the browser.
  • if the document is some type other than text or HTML it will be downloaded to the user’s computer.
  • PDF files will be either displayed in a new tab or downloaded, depending on how the user's browser is configured.