There are a few ways to get a file in front of other people. From Files, you can attach files to a Bulletin Board post or send them in a message. While writing a message, you can attach files from Files or upload one from your device. And to reach someone who isn't in your community, a Community Leader can share a folder or file by link.
Posting to the Bulletin Board needs Create Bulletin Board Post with Approval or Create Bulletin Board Post without Approval. Sending a message needs Send New Message. Residents have both Send New Message and Create Bulletin Board Post with Approval by default, so a resident's post waits for a Community Leader to approve it. Sharing by link has its own permissions, covered in the article on managing files. Some options may be unavailable or appear differently depending on your level of account access.
Click Files in the main navigation menu and open the folder with the files.
Select each file: hover over it and tick the box in its top-left corner, or hold Ctrl (Cmd on a Mac) and click it. In list view, use the checkboxes in the first column.
Click Post or Message in the bar at the bottom of the page.
Post or Message only appears when the selection is all files. Folders can't be posted or messaged; open the folder and select its files instead.
Select the files and click Post or Message, as above.
Click Post to Bulletin Board.
Choose who the post is for under Who can see this post?: All Residents, or one of the groups listed.
Check the Subject. It starts as the file's name, or "Shared Files" with a count when there are several.
Add anything else in the content box. It starts with a line listing the file names.
Click Create Post.
The files appear on the post, where readers can open and download them.
Select the files and click Post or Message, as above.
Click Send via Message.
A new message opens with the subject and a link to each file filled in. Add recipients and anything else you want to say, then send it as usual.
The message carries links to the files, not copies.
When you write a new message or a reply, two buttons appear below the editor:
Attach from Files: browse your community's Files and pick one or more files.
Upload file: add a file from your device, up to 25 MB. Accepted: PDF, Word, Excel, PowerPoint, Pages, Numbers, Keynote, JPG, PNG, GIF, BMP, SVG, WebP, TXT, and CSV.
Each attachment shows as a chip under the buttons. Click its X to remove it before sending. Recipients see the attachments as chips on the message.
An attorney, a real estate agent, or a buyer can't sign in to Communitrak, so a post or a message won't reach them. A Community Leader can share a folder or file by link instead: choose Share… from its ⋮ menu in Files and set General access to Anyone with the link. Anyone with the link can open it without signing in. Passwords, expiry dates, turning a link off, and the Shared Links list are covered in the article on managing files.
Posting or messaging a file from Files doesn't change who can open it. The post or message points back to the file where it lives. If the files are in a member group's folder or a folder limited to certain roles, Communitrak warns you in the Post or Message dialog and in Attach from Files. In short:
A reader who can see the post or message but not the file's folder can't open the file. To share a file from a restricted folder or a member group's folder with everyone, move it to an open folder first, or post it to that group.
If the file is later deleted, or moved to a folder the reader can't see, the post or message no longer opens it for them.
Files added with Upload file are different: they're stored with the message, every recipient can open them, and they're kept for seven years after the last message in the conversation.
You can attach several files to one post or message.
If your posts need approval, a post with files waits for a Community Leader like any other post.
For a quick link another member can open, choose Copy link from a file's ⋮ menu (members who can share by link find it inside Share…). It works only for members who can already see the file.
If you have questions or need help, chat with Communitrak Support from any page using the messenger icon in the bottom-right corner.
