Configuring the Documents App

Create a File Cabinet

In order to make digital resources available in the portal, you must first create a file cabinet.

1. Navigate to the Documents + Papers app.
2. Click the Create File Cabinet button.
3. Name the file cabinet. 
4. The ID auto-generates and can't be changed after creation.
5. Optionally, you can automatically grant access to a file cabinet using eligibility criteria.
   
   Helpful hint: Common scenarios for automatic access are member-only documents, chapter-based resources, committee-only materials, or event-based resources.
    
6. Click the Save Changes button.
7. Once you have saved your new file cabinet, you will be redirected to its 360° screen. From here, you can create folders for further organization or upload files.

Add Files to a File Cabinet

Once you have created a file cabinet, you can then store documents within it.

1. Navigate to your chosen file cabinet.
2. Click the Upload button.
3. Add the file you wish to include in the file cabinet. Rhythm supports the following file types:
   • PDF
   • Docx
   • PowerPoint
   • Excel
   • cvs
   • png
   • jpg
4. Rhythm does not support video files. If you upload a video file, your digital library will not load successfully.
5. Once you've uploaded a file, you can rename it. Remember that portal users will see the name of the file.

Document Settings

If you sell access to digital documents, you can configure the fulfillment email that sends upon purhcase.