Manage Documents

How to browse and manage project documents in LFX Self Serve.

Last updated

This article applies to users with maintainer, board-member, or executive-director personas. Use the Documents section to find and work with files associated with your project.

Browse documents

  1. Sign in to app.lfx.dev.
  2. Use the lens switcher to choose a project or foundation.
  3. Select Documents from the left navigation sidebar.
  4. The documents dashboard lists documents from all sources associated with that project or foundation: direct project files and links, committee documents, meeting attachments and recordings, and mailing-list artifacts.
  5. Select a folder to open it, open a link, or download a file.

Folders appear first in alphabetical order. Documents appear from most recent to oldest by the date shown, both at the root and inside folders. Search and source filters preserve this ordering. Documents without a valid date appear last.

Filter and search documents

Use the search box to find documents by name. Use the All Sources dropdown to filter by source: Project (files and links uploaded directly to the project), Committee (documents from project committees), Meeting (meeting attachments, recordings, transcripts, and summaries), or Mailing List (artifacts from the project's Groups.io mailing lists).

Upload a document

Document upload availability depends on your project role. If upload is available, use the upload option on the Documents page.

Switch project context

Documents are scoped to a specific project or foundation. Use the lens switcher in the top navigation to change your active project or foundation. The documents list updates automatically.