Admin: Upload and Publish Society Documents

Admin: upload and publish society documents

Upload a document

1. Open Admin → Documents (/admin/documents).
2. Tap Upload.
3. Enter title (plain language — e.g. "Registered bye-laws 2024", "AGM minutes March 2026").
4. Select category: byelaws, minutes, financials, resolutions, certificates, contracts, insurance, sop, or other.
5. Set visibility:
   • admins_only — only committee/admins (use for drafts and sensitive files).
   • members — residents can access after you publish.
6. Choose a file: PDF, JPEG, PNG, WebP, Word, or Excel (max 25 MB).
7. Submit — file uploads to private storage; record appears in the admin list (unpublished by default).

Publish for residents

Residents see a document only when both are true:

• Visibility is members
• Published is on

To publish or change visibility:

1. Open the document on Admin → Documents.
2. Set visibility and toggle publish.
3. Confirm — Plinth calls set_document_visibility; the action is audit-logged.

To unpublish, turn publish off. The file stays in vault but disappears from the resident library.

Rename a document

1. Open the document detail.
2. Edit title and save.

Delete a document

1. Open the document.
2. Tap Delete — removes the file from storage and the database record. Use when a file is superseded or uploaded in error. Prefer uploading the corrected version and unpublishing the old one if members may still need the history.

Tips

• Upload the registered bye-laws PDF, not an unsigned draft.
• After AGM, publish minutes only after the meeting body approves them.
• Pair publication with a notice pointing to Documents.
• Do not use Document Vault for poll credential uploads — those follow the voting review flow.

Next: Troubleshooting.