Create and Edit Documents
How to upload PDFs, images and videos.
Written by Lee Wilson
updated over a week ago
Creating your Documents
Say goodbye to emailing documents, images, and videos to your clients, with the uniquefit Library you can categorise and deliver all your information through your client’s app.
To get started click on the Library tab in the left-side menu, then click on the Documents tab.
Categories
At the top of the page is the Categories area, this area enables you to create your own categories that will hold your individual documents. To create a new category click on the red plus button. Give your category a name, for example, nutrition, and add an image… width: 509px, height: 339px (see our image guide if you need help).
How to Create and Assign your Document
A document relates to information being provided as either a PDF, an image (jpg/png) or a video, to upload, categorise and assign your document, simply…
Select the type of document that you are uploading.
Assign your document to one of your document categories.
Add any search tags to help find your document for editing in the future.
If you are adding a PDF you will be prompted to upload your PDF document, if you are adding a video you will be prompted to add the YouTube or Vimeo link (for more information on adding videos check out our Creating and Editing an Exercise link).
Give your document a Title and description.
Upload your image. If your document is an ‘image’ document the uploaded image will be shown within your client app, if you are uploading a PDF or video then the image will only be visible to you within the search area.
You can now assign your document to your clients or add it as part of a membership, giving all clients owning that membership complete access.
Don’t forget to click save 😉
How to Remove an Assigned Document
There are three ways to remove a document from an assigned client…
- Delete the document
- Edit a document
- Remove via Clients Profile page
Delete the Document
Deleting a document will completely remove the document from all clients and memberships, once a document has been deleted and can not be undeleted.
Edit a Document
If you wish to unassign a document from any client or membership you can simply search for your document and click the Edit button. Next, select either the ‘Assign to Clients‘ or ‘Add to Memberships‘ link. In the new window simply unselected those clients or memberships that you do not want to have access to the document and hit save
Remove via Client Profile page
Click on the Clients page in the left-side menu, then select the client that you wish to remove document access. Scroll down the page to Assigned Document and click remove. This will only remove the selected document from the selected client.