Article: Directory Member Document Upload

The Directory system allows you to create and manage Members specific to your organization. Once you add a Directory Member, you can upload documents specific to that Member.

Upload Directory Member Documents

Step 1:

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

Step 2:

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.

Step 3:

Click on "Add Document."

Step 4:

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."

Edit Directory Member Document

Once the document is uploaded, its name is listed in the table. Click the "Edit" (the Pencil) icon to edit any information or delete the document.