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Documents module

Centralized governing document library — bylaws, constitutions, standing rules, and policy with version history.

Optional module Enable in Settings → Modules

The Documents module is a centralized library for governing documents — constitutions, bylaws, standing rules, policy documents, and other reference material members need to find. It is not a general file vault; it is purpose-built for the small, important set of papers a chapter or organization governs itself by.

The library is intentionally flat. There is no folder hierarchy in v0.62.1 — documents are organized by document type (Constitution, Bylaws, Standing Rules, Policy, Other), by scope (org-wide or attached to a specific chapter), and by visibility. Title your documents with strong, consistent prefixes if you want folder-style grouping.

Audience​

  • Members read documents at the visibility level they belong to.
  • National (org) admins upload, edit, version, and publish documents for the whole organization and any of its chapters.
  • Chapter officers can read chapter-scoped and officer-only documents but cannot upload new documents from the chapter Documents page in v0.62.1 — chapter-scoped uploads currently go through an org admin.

What gets enabled​

When Documents is licensed:

  • A Documents sidebar entry appears for members, officers, and admins.
  • Members see a browseable library filtered by visibility and scope.
  • Each document has its own page with content, attachments, and version history.
  • Every published change is recorded as a new version with a change summary and the editor's identity; the latest version is the one members see.

There are three visibility levels:

  • Public — visible to every member of the organization.
  • Chapter — visible to members of one specific chapter (the chapter is required when this level is chosen).
  • Officers — visible only to chapter officers and admins.

There is no per-role or per-chapter custom access list beyond these three levels.

Documents library with the type filter selected and version badges on each row. Documents library with the type filter selected and version badges on each row.

Common workflows​

For members​

For chapter officers​

For national / org admins​

What's NOT in this module​

  • No folder hierarchy. The library is flat; use type and consistent titles instead.
  • No full-text search of attached PDFs, Word docs, or text files. Search runs over the title and the typed content field. If you want a document body to be searchable, paste its text into the content field as well as attaching the file.
  • No external download button on the member-facing read dialog in v0.62.1 — the download path is hidden behind the document read view (tracked in the documentation backlog).
  • No per-role / per-chapter access lists beyond Public / Chapter / Officers.
  • Documents is not a general file storage product. Photo albums, event flyers, and one-off attachments live in Community or are uploaded directly to forum posts and event records.

Where to go deeper​

Last verified against v0.62.1 (2026-05-11).