How to get here
Click Document Hub in the left-hand menu.
Click the + New button in the top right corner.
You are now on the Create document screen.
1. Fill in the document details
Name
A descriptive name for the document — for example "Member handbook" or "Safety guidelines". Required. Maximum 500 characters.
Path
A folder-like path to organise your documents — for example CrossFit/General or Yoga/Contracts. Optional. Maximum 500 characters. If you leave this field empty, the document is placed at the top level.
2. Upload an attachment
Drag and drop a file onto the upload zone, or click the zone to browse your computer. Once a file is selected, it appears in the upload area. To replace the file, click the delete icon on the current file and upload a new one. This field is required — you cannot create a document without attaching a file.
3. Set access permissions
Membership types
Select one or more membership types from the dropdown. Only members with one of these types can access the document. Start typing to filter the list. If you leave this field empty, the document is not restricted by membership type.
Roles
Select one or more roles from the dropdown. Only users with one of these roles can access the document.
Employee groups
Select one or more employee groups from the dropdown. Only employees in these groups can access the document. This field is only shown if your system has at least one employee group set up.
4. Save
Click the Create button at the bottom right of the form. The system validates all your entries, creates the document record, uploads the attached file, and redirects you back to the Document Hub list. You will see a green "Creation successful!" notification.