Article: Directory Member Document Upload

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Directory Member Document Upload
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The Directory System allows schools to create and manage partner entities that do not directly use ACEMAPP. It provides a centralized way to track engagement, compliance, and communications for external organizations and students. This guide explains how to upload and manage documents for Directory Members, ensuring all relevant records are stored in one organized location.

Uploading Directory Member Documents

Step 1: Access the Directory Members Table

From your home screen, click the "Directory" button and then the "Members" button to access the Directory Members table.

User home screen highlighting Directory button and Members from dropdown.

Step 2: Select the Member

Locate the Member whose document you want to upload (you may need to toggle between Member types).

Once you find the Member listed, click the "Member Documents" button in the Actions column.

Directory Members table highlighting Member Documents button.

Step 3: Add a New Document

Click on "Add Document" to open the upload form.

Member Documents table highlighting Add Document button.

Step 4: Upload Document and Save

Verify the "Document Type" and click "Browse" to upload the document.

You can also add an expiration date and any notes.

Once you have entered the appropriate information, click "Save."

Add document form highlighting document type selector, file selection, and the save button.

Editing Directory Member Documents

Step 1: Locate the Document

Once uploaded, the document appears in the Member Documents table.

Step 2: Edit or Delete Document

Click the "Edit" (the Pencil) icon to update any information or delete the document.

Document table highlighting Edit button.

The completion of all required items in ACEMAPP.

An Entity is a School, Clinical Site, High School, Company, etc.

The end of a member’s billable, 365-day membership.

Renewal of membership is paid by the member or the entity managing them.

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Directory: Manage Members
The Directory system allows school and clinical site coordinators to create and manage partner entities that do not use ACEMAPP. This includes creating new members in the directory and adding them to directory entities.