Share documents with members

Officer files and member files live in two places. Documents is the officers' filing cabinet. Member resources decides what members see under Resources on the Local Portal. A file only reaches members when you choose to share it.

Store a file in Documents

1. 1Open Documents from the Officer Hub menu.
2. 2Press Upload document.
3. 3Give it a title and a category, and add a description if it helps someone find it later.
4. 4Under Who can open this document, choose who can see it. The choices are below.
5. 5Choose the file and save.

• All active local officers and stewards: for working files, such as a steward quick reference.
• Only me and selected active local members: for anything sensitive, such as executive notes on a bargaining mandate. Use Manage access afterwards to add people.

Later you can Replace file with a new version (the Version history keeps the old ones), edit the details, or Archive a file nobody needs. View archived documents brings archived files back into view.

Share a file with members

The president and executive members can share a file that is open to all officers.

1. 1Find the file in Documents.
2. 2Press Share with members. The row then says it is shared.
3. 3Members find it under Resources on the Local Portal.

To take it back, press Stop sharing. Restricted files cannot be shared with members.

Add links and choose what comes first

Member resources has three tabs.

• Shared files lists what you shared from Documents. Files are shared from Documents, not from here.
• Links adds a link to another website, such as your benefits booklet or your union's site. Enter the address (it must start with https), a title, a short description and a category, then press Add link.
• Pinned order sets which items members see first. Tick Pin to Together on up to six items, and use the move buttons to order them.

Pinned items also appear in the Resources and quick links card on Together, the first page members see.

Choose a category

Members can filter by category, so pick the one they would look under: Collective agreement, Bylaws and policies, Forms, Meeting materials, Benefits, Training, Union links or Other.