Records

Records are kept by category and visibility, and uploaded files must pass inspection before download or publication.

Choose a meaningful title, document date, category, and visibility before you save. Public records may be available on the public website; Owners Only records require verified Owner access; Board & Management records remain restricted. Every uploaded PDF or image enters security inspection before it can be delivered as a trusted file. A replacement that fails inspection leaves the current live version untouched. Download a record through the authorized link rather than relying on an inline preview.

Steps

  1. Choose Upload Record in the Association Workspace.
  2. Select a PDF, JPG/JPEG, or PNG file and enter its title and document date.
  3. Choose Public, Owners Only, or Board / Management Only visibility.
  4. Save a draft while inspection runs; return when the file is ready.
  5. Publish only if your role and MFA session allow it.
  6. Use Replace file to add a new version without discarding the current live one on failure.

Good to know

  • Records are download-only; no inline preview is required.
  • Owners Only records stay protected from public pages.
  • A failed replacement leaves the existing live file intact.

Related

Still stuck? Contact support.