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How do I post documents to eCenter Direct?

Note: If you're looking for detailed instructions on the mechanics of uploading and managing attached documents, see the FAQ titled How do I upload and manage attached documents?. But if you're looking for information specifically on the many options of making these same attached documents available to eCenter users, you're in the right place!

Neoserra allows you to upload and store attached documents in several places:

In addition, all of these types of attached documents can be made available to eCenter Direct users. Whether or not a document is posted to eCenter is dependent upon the selection made in the eCenter Availability field that is available whenever you upload or edit an attached document, as shown in the next graphic.

As discussed in the next four sections, the eCenter availability options, as well as where the document can be found on eCenter, varies depending upon where in Neoserra the document was uploaded from.

Posting Documents to eCenter Direct from Client Records

When you choose to attach a document to a client record, there is only one option for making the record available on eCenter and it is titled "Available to user":

When you choose this option, all logged-in contacts associated with that client record will have access to the document. Documents posted to eCenter from client records are displayed on eCenter's "My Documents" page for that client only:

Your system administrator can also enable your eCenter Direct site to allow clients to upload documents directly to their Neoserra client record as discussed in this FAQ.

Posting Documents to eCenter Direct from Training Event Records

When you choose to attach a document to a training event record, there are five options for eCenter availability:

Each option is described in greater detail below. The options are listed in order of least to most restrictive:

Any logged-in user Choose this option if you want the training materials to be available only to logged-in eCenter users (i.e. users that have a contact record in your Neoserra database).
Any user Choose this option if you want the training materials to be available to anyone browsing eCenter's training events calendar.
Attendees only Choose this option if you want the training materials to be available only to those logged-in eCenter users who are listed as "Attended" in the training event record's attendee list. In other words, you intend for the materials to only be available after the event has taken place.
List members only Choose this option if you want the training materials to be available to anyone on the attendee list in the training event record.
Not accessible on eCenter Choose this option if the training materials are only intended for internal purposes and should not be available on eCenter.
Paid registrants only Choose this option if you want the training materials to be available to anyone on the attendee list who has paid for the event - regardless of whether they attended the event or not.
Waitlisted/Registered/Attended members only Choose this option if you want the training materials to be available only to those logged-in eCenter users who are either listed as "Attended", "Registered" or "Waitlisted" in the training event record's attendee list.

Documents posted to eCenter, from training event records, are displayed wherever the event is found (assuming the eCenter visitor has the appropriate permissions to view the document.) For example, below you will see the documents available to all users associated with the "How to do business in the City of Santa Barbara" event:

Posting Documents to eCenter Direct from Center Records

When you choose to attach a document to a center record, there are six options for eCenter availability, listed next in order of least to most restrictive:

Any user Choose this option to make the document available to anyone visiting eCenter, regardless of whether or not they have any association with your center.
Any logged-in user Choose this option to make the document available to any user that is logged in to eCenter (i.e. has a contact record in Neoserra)—even if the user is not associated with a client record in Neoserra.
Any client Choose this option to make the document available to only those logged-in users whose contact records are associated with client records (not pre-client records) in Neoserra.
Active clients only Choose this option to make the document available to only those logged-in users whose contact records are associated with active client records in Neoserra.
Inactive clients only Choose this option to make the document available to only those logged-in users whose contact records are associated with inactive client records in Neoserra.
Pre-clients only Choose this option to make the document available to only those logged-in users whose contact records are associated with pre-client records in Neoserra.

In addition to the six availability options found in the eCenter Availability field's drop-down menu, there is one other decision you must make when posting documents to eCenter from center records: whether or not logged-in users belonging to other centers in your program (assuming there are any) will be allowed to access the document.

If you set the Cross-center availability to "Only users of this center", then only logged-in users whose contact records are owned by the center record will see the document.

As with documents posted from client records, all documents posted to eCenter from center records are displayed on eCenter's "Library of Documents" page.

Posting Documents to eCenter Direct from Neoserra' Dashboard

Neoserra administrators in administrator-mode have the ability to attach documents to the dashboard that Neoserra displays immediately upon login. These documents can also be made available on eCenter using the same six options available for center records. As with documents posted from client and center records, all documents posted to eCenter from the Neoserra dashboard are displayed on eCenter's "Library of Documents" page.

For detailed instructions on the mechanics of uploading and managing attached documents, see the FAQ titled How do I upload and manage attached documents?.



Want more? Browse our extensive list of Neoserra FAQs.