Documents

Organise your club's document library and control who can see and edit each folder and page.

The Documents area is your club's shared library — club rules, policies, safety guidance, committee papers, meeting minutes, induction material and anything else you want to keep in one place. You organise it into folders and pages, and you decide who can see and edit each part.

Folders and pages

Documents are arranged in a folder tree, like the files on a computer:

• A folder groups other folders and pages together.

• A page holds content.

Every Documents view shares the same top bar: the breadcrumb trail on the left shows where you are and lets you step back out, and the controls sit on the right. Use New page and New folder to add to the folder you're viewing, Upload to add files, Rename to rename the folder you're in, Permissions to control who can see and edit it, and Delete to remove the item you're viewing. Sort orders a folder's contents by name, date or type. You can also drag an item onto a folder to move it in, or onto a breadcrumb (or Documents) to move it back up a level.

Each row in a folder listing also has its own bin icon on the right, so you can delete a folder, page or file without opening it first. The bin only appears on items you're allowed to edit.

The Info menu shows details about the item you're viewing — who created it, when it was last updated and its size — or, on the library home, your total document count and storage size.

Each folder and page has its own web address, shown in your browser as you move around — copy it to share a direct link. The link keeps working even if you rename the item later, and it still respects permissions (someone without access to a restricted page can't open it just because they have the link).

Delete is permanent. Deleting a folder doesn't delete what's inside it. Those items move up a level. Deleting a page or a file removes it for good.

Building a page

Choose New page and you go straight into the editor, with the title ready for you to type — give it a name, then press Tab (or Enter) to drop into the body and start writing. There's no separate "create" step, and the page saves itself as you work.

Pages are built from blocks — a paragraph, heading, list, to-do, quote, divider or image per block. In the editor you can:

• Add a block by pressing Enter for a new line, or the + in the left margin to pick a block type.

• Change a block's type from the same menu — turn a paragraph into a heading, a to-do, a quote, and so on.

• Reorder blocks by dragging the handle beside them.

• Format text — select it to make it bold, italic, highlighted or inline code.

• Add an image with the + menu → Image; it's uploaded with the page and access-checked like everything else.

Pages created in the older editor keep working exactly as they are. To move one to the new editor, open it and choose Convert to new editor (top right) — its content is brought across into blocks, and the original is kept, so the change is safe and reversible. If you'd like every old page converted in one go, ask your RangeMate contact.

A page saves automatically as you type. If two admins have the same page open at once, the most recent save wins — so it's best not to edit the very same page at the same time.

Uploading files

To add a file — a PDF policy, a form, a photo — open the folder and use the Upload button, or drag files straight from your computer onto the list. Each file appears as a downloadable item alongside your folders and pages.

Files inherit their folder's permissions, and downloads are access-checked. A file in a committee-only folder can't be reached just by sharing its link.

Replacing or removing a file

Clicking a file downloads it rather than opening it, so to remove one use the bin icon on its row in the folder listing. To replace an out-of-date file, upload the new version, then delete the old one from its row. If you want to keep the old version for reference, move it into an archive folder instead by dragging it onto that folder.

Deleting a file is permanent and there's no recycle bin. If you're not sure, move it to an archive folder rather than deleting it.

Who can see what — permissions

By default, every document is visible to all your members, and only club admins can create, edit or organise documents. You can change that on any folder or page using permissions.

Permissions answer two questions for each folder or page:

• Who can view it?

• Who can edit it? (editing also lets that person add pages and sub-folders inside a folder)

Inherit or custom

Open the folder or page, then choose Permissions (top right). Each document is set to one of two modes:

• Inherit from parent (the default) — it takes the permissions of the folder it sits in. At the very top level, that means visible to all members.

• Set custom permissions — it defines its own access, which then applies to everything inside it (unless something inside sets its own).

Restricting a folder to certain roles

To make a folder committee-only, for example:

1. Open the folder.

2. Choose Permissions.

3. Select Set custom permissions.

4. Set All members to No access.

5. Find the Committee role and set it to Can view (or Can edit if the committee should be able to add and change documents there).

6. Save permissions.

The folder now shows a lock in the list, and members who aren't in the chosen roles won't see it at all.

How inheritance cascades

A folder's custom permissions flow down to everything inside it. So if you restrict a Committee folder to the committee role, every sub-folder and page inside it is committee-only too — you only have to set it once, at the top.

A document set to Inherit from parent always reflects the nearest folder above it that has custom permissions. Change that folder's permissions and everything inheriting from it updates automatically.

Overriding a single page

You can override any single page or sub-folder, in either direction:

• A page set to custom inside a restricted folder can be opened up — e.g. set All members → Can view to publish one notice from inside a committee folder.

• A page inside an otherwise-open folder can be locked down on its own.

The nearest custom setting always wins, so a page's own permissions override whatever it would otherwise inherit.

Restricting a folder hides it — and everything inside it — from members who aren't included. Before you move sensitive papers into a folder, check who that folder is shared with.

Club admins always have full access to every document and are the only people who can change permissions — so you can't accidentally lock yourself out. Granting edit to a role (say, the committee) lets those members add and change documents in that folder, but not change its permissions.

Permissions are role-based today. Sharing a single document with one named member (the way you'd share a file in Google Drive) is planned for a future update.

Exporting a page

Open a page and choose Export (top right), then pick PDF (for printing or sharing) or Markdown (for backups or moving content elsewhere).

Export is available to club admins and anyone with edit access to the page. Members with view-only access can read a page but can't export it.

Exporting the whole library

To take everything with you, open the More menu (⋯) at the top level of the Documents area and choose Export everything. You'll get a single .zip that mirrors your folder structure — each page as both a PDF and a Markdown file, with uploaded files included as their originals.

Export-everything is club-admin only, and packages the whole library in one go, so it's best used occasionally (for a backup or a move) rather than routinely.