What This Screen Does

This is where you create a new document in the Document Hub. Think of it like uploading a file to a shared folder and then deciding exactly who is allowed to see it. You give the document a name, attach a file, and choose which membership types, roles, or employee groups can access it.

How to Get There

Open the dashboard.
In the left-hand menu, click Document hub.
Click the + New button in the top-right corner.
You are now on the Create Document screen.

Step-by-Step Guide

1. Fill In Document Details

This section captures the basic information about your document.

Field	Required	What to Enter
Name	Yes	A descriptive name for the document, for example “Member Handbook” or “Safety Guidelines”. Maximum 500 characters.
Path	No	A folder-like path to organise your documents, for example `CrossFit/General` or `Yoga/Contracts`. Maximum 500 characters. If you leave this empty the document will sit at the top level.

2. Upload an Attachment

Below the details section you will see the Attachment area.
Drag and drop a file onto the upload zone, or click the zone to browse your computer.
Once the file is selected it will appear 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

This section controls who can see the document. You can combine multiple options — for example, give access to certain membership types and certain roles at the same time.

Membership Types

Field	Required	What to Enter
Membership types	No	Select one or more membership types from the dropdown. Only members with one of these membership types will be able to access the document. Each option shows the membership name, a short description, and its cover image so you can easily identify it.

Start typing to filter the list, or scroll through all available membership types.
You can select as many as you need.
If you leave this empty, the document will not be restricted by membership type.

Roles

Field	Required	What to Enter
Roles	No	Select one or more roles from the dropdown. Only users with one of these roles will be able to access the document.

Roles are loaded automatically when the page opens.
Select the roles that should have access (for example, “Member”, “Coach”, “Owner”).

Employee Groups

Field	Required	What to Enter
Employee groups	No	Select one or more employee groups from the dropdown. Only employees in these groups will be able to access the document.

This field only appears if your system has at least one employee group set up.
Use this when a document is meant for a specific team, such as “Morning Shift” or “Personal Trainers”.

4. Save

Click the Create button at the bottom-right of the form.
The system will:
1. Validate all your inputs.
2. Create the document record.
3. Upload the attached file.
4. Redirect you back to the Document Hub list.
You will see a green “Create success!” notification at the bottom of the screen.

What Happens Behind the Scenes

You click "Create"
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Form validates all fields (Yup schema)
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API call: DocumentsService.create({ body: { name, path, membershipTypeIds, roles, employeeGroupIds } })
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Document record is created, server returns the new document ID
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API call: DocumentsService.upload({ id: documentId, file })
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File is attached to the document
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Success notification appears ("Create success!")
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You are redirected to /document-hub (the Document Hub list)

Troubleshooting

“I filled everything in but the Create button does not work”

Make sure the Name field is not empty — it is required.
Make sure you have uploaded a file. The form will not submit without an attachment.
Look for small red error messages below the fields. They tell you exactly what needs to be fixed.

Membership types (contingents, campaigns, drop-ins, punch cards, and personal trainings) are loaded when the page opens. If the list is empty, try refreshing the page.
If you have not created any membership types yet, the dropdown will naturally be empty. Create at least one membership type first under the relevant settings.
If the problem persists, check your internet connection — the data may not have loaded properly.

“The Employee groups field is not showing up”

The Employee groups field only appears when your system has at least one employee group.
If you need to assign access by employee group, go to the Employees section first and create a group. Then come back and create the document.

Roles are loaded automatically when the page opens. If the list is empty, try refreshing the page.
If the problem continues, contact your administrator — the roles data may not be available.

“My file did not upload”

The file upload happens after the document record is created. If the document was created but the file upload failed, go back to the Document Hub, find your document, and edit it to re-upload the file.
Make sure the file is not corrupted or too large.
Check your internet connection — a slow or dropped connection can interrupt the upload.

“I got an error after clicking Create”

A red error message will appear. Read it carefully — it usually explains what went wrong.
Common causes: a network timeout, the server being temporarily unavailable, or a validation error the form did not catch.
Try again after a moment. If it keeps happening, contact support with the exact error message.

“I want to organise my documents into folders but I am not sure how”

Use the Path field to create a virtual folder structure. For example, entering CrossFit/General groups your document under “CrossFit” and then “General”.
The path does not create actual folders on a server — it is simply a label that helps you and your team organise and find documents more easily.