The Documents feature in the Edlio Mobile App provides a convenient way to upload, manage, and share important files with your school or organization's community. This documentation covers the basic setup and day-to-day operations of the Documents feature
Accessing Document Management
Log in to your Edlio Mobile App admin portal at edlioapp.com
2. Navigate to Features in the left sidebar menu
3. Click on Documents to access the document management page
Managing Documents
Uploading Documents
From the Documents management page, click the New button
2. Choose one of the following methods:
Browse Files: Click to select files from your computer
Drag and Drop: Drag files directly into the designated area
3. Select the files you want to upload
4. The system will begin uploading your documents
5. While uploading, you can:
View the upload progress for each file
Cancel an upload if needed
Continue working with other documents
Document Settings
After uploading a document, you can configure its settings:
From the document list, click the Edit icon
2. Configure the following settings:
Basic Settings
Title: The display name for the document (defaults to the file name)
Description: Optional text that provides context or details about the document
Category: Assign the document to a custom category for better organization
Tags: Add relevant keywords to make the document more searchable
Access Controls
Visibility: Choose from:
Public: Available to all app users
Role-Based: Restrict to specific user roles (Students, Parents, Staff, etc.)
List-Based: Restrict to specific distribution lists
Require Login: Toggle to determine if users must be logged in to access the document
Track Views: Enable to collect analytics on document views
Publication Settings
Published/Unpublished: Set the document's current visibility status
Publication Schedule: Optionally set automatic publish/unpublish dates
Featured: Mark important documents as featured for higher visibility
Organizing Documents
Creating Folders
To better organize your documents:
Click the New Folder button
2. Enter a name for the folder
3. Add an optional description
4. Configure access settings (similar to document settings)
5. Click Ok to create the folder
Moving Documents
To move documents between folders:
Select the document(s) by checking the box next to each name
2. Click the Move button
3. Select the destination folder
4. Click to move
Sorting and Filtering
The Documents interface offers several organizational tools:
Sort By: Arrange documents by name, date added, size, or type
Filter: Filter the view by document type, category, or publication status
Search: Use the search box to find specific documents by name or content
Document Actions
For each document, several actions are available through the actions menu:
Download: Save a local copy of the document
Preview: View the document in the browser (when supported)
Edit: Modify document settings
Copy: Create a duplicate of the document
Delete: Remove the document from the system
Move: Relocate the document to a different folder
Share: Access sharing options (discussed below)
Document Management Best Practices
File Formats and Sizes
Supported Formats: The system accepts most common file formats, including:
PDF (.pdf)
Microsoft Office files (.docx, .xlsx, .pptx)
Images (.jpg, .png, .gif)
Text files (.txt, .rtf)
Media files (.mp3, .mp4)
Archive files (.zip)
Size Limits: Individual file uploads are limited to 100MB
Recommended Formats: For maximum compatibility, consider these recommendations:
Use PDF for documents that should maintain formatting
Use Office formats for files that may need editing
Compress large files before uploading
Organization Tips
Create a logical folder structure that matches your organization's needs
Use consistent naming conventions for documents and folders
Apply relevant tags to make documents more discoverable
Regularly review and archive outdated documents
Consider creating separate folders for different departments or functions
Access Management
Be thoughtful about document visibility settings
For sensitive information, always use role-based or list-based restrictions
Periodically review access settings, especially for important documents
Consider using expiration dates for time-sensitive documents
Mobile App Experience
When users access documents through the mobile app:
Documents appear in a dedicated Documents section
Users only see documents they have permission to access
Documents can be viewed directly in the app when format is supported
Users can download documents to their device for offline access
Documents can be shared from the app via the device's native sharing options
Troubleshooting Common Issues
Issue: Document fails to upload
Solution: Verify file size and format; ensure stable internet connection
Issue: Users cannot access shared documents
Solution: Check access permissions and ensure the document is published
Issue: Document preview not working
Solution: Confirm file format is supported for preview; try downloading instead
Issue: Search not finding documents
Solution: Verify document title and content are searchable; add relevant tags