Vantaca Home: Documents

The Documents page in the Vantaca Home portal is the association's document library. Homeowners can browse folders, view and download files, and (when configured) upload files. The page enforces folder-level access permissions, so each user sees only the folders and files they are allowed to access. This article describes the page layout, the access levels (Public, Board), how to upload and organize documents, and the management settings that control what each homeowner sees.

Contents

• How Homeowners Reach the Documents Page
• What the Documents Page Displays
• Access Levels
• Searching and Sorting
• Upload a File
• Configuration Notes

How Homeowners Reach the Documents Page

Homeowners click Documents in the left navigation menu. When the Documents page is configured to allow public access, unauthenticated visitors can also reach it from the pre-login menu.

What the Documents Page Displays

The Documents page displays a list of folders and files in a single table. Each row shows:

• Name: The folder or file name. A folder icon indicates folders; a file icon indicates files.
• Access: The access level required to view the folder or file (Public or Board). See the Access Levels section.
• Last Modified: The date and time the folder or file was last updated.
• Link icon: Click to copy a direct link to the folder or file.
• More actions icon: Click to open additional actions (Rename, Duplicate, Delete) when the user has permission.

Clicking a folder opens the folder and displays its contents. A breadcrumb path at the top of the page shows the current folder location. Click any breadcrumb segment to return to that folder.

Clicking a file opens a preview window for the file. To download the file, use the Download button on the file row.

Access Levels

Each folder is assigned an access level that determines who can see it:

• Public: All homeowners can see the folder and its contents. When the Documents page is configured for public access, unauthenticated visitors can also see Public folders.
• Board: Only board members and ARC committee members can see the folder and its contents. Public visitors and homeowners do not see Board folders.

Subfolders inherit the access level of their parent folder unless changed explicitly.

Searching and Sorting

Use the search field at the top of the page to search for a folder or file by name in the current folder. Click a column header to sort the list. Click the column header again to reverse the sort.

Upload a File

Users with upload permissions click Upload File at the top-right of the page. The Upload File dialog opens.

1. Drag and drop a file onto the upload area, or click the area to browse for a file on the local computer.
2. Confirm the destination folder. The dialog uses the current folder by default.
3. Click Upload.
   The file appears in the folder with the current date as Last Modified.

Note: Files inherit the access level of the folder they are uploaded to. To restrict access, upload the file to a folder with the appropriate access level. For a list of acceptable upload file types, see the "Vantaca Home: Acceptable Upload File Types" article.

Configuration Notes

• Enable the Documents page: Under Association > Portal Pages, verify the Documents page is in the Association Portal Pages tab.
• Allow public access: To allow unauthenticated visitors to see Public folders, configure the Documents page to allow public access under Settings > Portal Pages.
• Manage folders: Manage folders, files, and access levels in Association > Documents in Vantaca. Changes apply immediately to the portal.
• Upload permissions: Control which roles can upload files under Settings > Roles.
• ARC forms subfolder: To make ARC forms available on the ARC Request form, create a subfolder named exactly ARC inside the Forms folder. See the "Vantaca Home: Architectural Requests" article.

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