Uploading and storing files

INVOLVE allows you to store files in three main areas: organisation, program, and the volunteer record. This help article refers to files stored at the organisation-level.

Note: Program Coordinators will not be able to access organisation files that are not shared with the programs they are part of

Where to find and store files at the organisation level

Navigate to My Organisation (Program Coordinators will not have access to this area)
Select the Files tab

What type of files can be stored?

Image file types allowed:

.jpg, .jpeg, .png, .gif, .webp

Document file types allowed:

.pdf, .doc, .docx, .xls, .xlsx, .csv, .txt, .ppt, .pptx

Share an organisation document with your programs

Turn on sharing to all programs:

Navigate to My Organisation
Select the Files tab
Select the document, and when the off-canvas slide-out appears, select the edit icon
Under Access, turn on the Shared with all programs switch (so it turns green)
Select the Save button at the bottom of the slide-out

This document will now appear in each program's Files tab, marked as a globally shared document.

Turn off the sharing by switching the switch to grey

Share a document with volunteers

Allow a document to be shared with people who do not have access to INVOLVE by turning on its public access

Navigate to My Organisation
Select the Files tab
Select the document, and when the off-canvas slide-out appears, select the edit icon
Under Access, turn on the Shared with all programs switch (so it turns green)
Select the Save button at the bottom of the slide-out
Select the link icon (next to the edit icon) to copy the public URL. You can now paste this into a message for volunteers to view.