Documents

Documents are wiki-style pages the OMC publishes to a channel — house rules, certificates, meeting minutes, insurance and planning records. This page covers how a manager creates and organises documents. For how they appear to the people reading them, see the owner and resident view of documents.

A document page has typed content and can also carry attached files, and pages can be nested into a hierarchy — a parent page used as a folder with child pages and files beneath it.

Type the content, don’t just attach a PDF

At a minimum, use a page’s content to describe what files belong there. For preference, type the information directly onto the page rather than attaching a PDF — people read house rules shown on screen far more readily than they download an attachment. Reserve attachments for things that only exist as files, such as a signed certificate.

Documents use the same visibility model as posts: the channel decides who can see a page, and the optional target area, core, type and category filters narrow it further — leave them blank and the page is visible to everyone in the channel.

List View

table_rows Show Columns

Column	Type	Description
Title	text	The title or name of this document.
Access Channel	picklist	Which channel members need access to in order to view this document.
Area	text	Restrict this document to members within a specific area of the development.
Core	text	Restrict this document to members within a specific core or stairwell.
Type	text	Restrict this document to members with a specific unit type.
Category	text	Restrict this document to members with a specific unit category.
Items	number	Number of sub-documents or items nested within this document.
Files	number	Number of files attached to this document.
Content	richText	The rich text body of this document, visible to members who have channel access.

Detail View

table_rows Show Fields

Field	Type	Description
Title	text	The title or name of this document.
Access Channel	picklist	Which channel members need access to in order to view this document.
Area	text	Restrict this document to members within a specific area of the development.
Core	text	Restrict this document to members within a specific core or stairwell.
Type	text	Restrict this document to members with a specific unit type.
Category	text	Restrict this document to members with a specific unit category.
Items	number	Number of sub-documents or items nested within this document.
Files	number	Number of files attached to this document.
Content	richText	The rich text body of this document, visible to members who have channel access.

Examples

Creating a document page

Add a new document page with a title, description and channel, and type the content directly onto the page.

format_list_numberedSteps(6)

1. 1Click [Our Documents] on the main menu
2. 2Click on the new button
3. 3Enter the page title: Community Guidelines
4. 4Select Residents Channel — this page will be visible to all owners and residents
5. 5Type the content directly onto the page
6. 6Click on the save button

Adding a child page

Build a folder-style hierarchy by adding a child page beneath an existing one. The child inherits the parent’s channel and can hold its own content, files and further child pages.

format_list_numberedSteps(7)

1. 1Click [Our Documents] on the main menu
2. 2Click row where [title] is [Community Guidelines]
3. 3Open the add menu on the document page
4. 4Choose Add New Page to create a child page beneath this one
5. 5Enter the child page title: House Rules — Parking
6. 6Type the content for the child page
7. 7Click on the save button

Attaching a file

Attach a file — such as a certificate or signed form — to a document page. Prefer typed content for anything people need to read; reserve attachments for documents that only exist as files.

format_list_numberedSteps(4)

1. 1Click [Our Documents] on the main menu
2. 2Click row where [title] is [Community Guidelines]
3. 3Open the add menu and choose Attach File
4. 4Choose Attach File to add a file to this page

Editing a document page

Update an existing document’s title, content or channel.

format_list_numberedSteps(5)

1. 1Click [Our Documents] on the main menu
2. 2Click row where [title] is [Community Guidelines]
3. 3Click the edit icon to open the page editor
4. 4Replace the document content with the updated text
5. 5Click on the save button

Deleting a document page

Remove a document that is no longer relevant. A page can only be deleted once its files and child pages have been moved elsewhere.

format_list_numberedSteps(8)

1. 1Click [Our Documents] on the main menu
2. 2Click on the new button
3. 3Enter the page title: Temporary Notice
4. 4Select Residents Channel
5. 5Type some placeholder content
6. 6Click on the save button
7. 7Click the delete icon to remove the page
8. 8Click [OK] on the confirmation dialog