There is a new feature where you can attach documents to a Member record such as resumes, recommendation letters and other types of documents.


Required Access:

You will need Member Administrator or Administrator access level


Where to go:

Go to Admin > Member Search or hover over the search bar


Steps to be taken:

  1. Find the Member's name from the Admin Directory.
  2. Go to Notes & Communications > Documents, which will take you to the Documents section of a Member's profile.
  3. Click on Add new document. 
     
  4. Here, you will have four options:
    • Date - This will default to the current date and you can choose what date to set this to.
    • Name - Enter the name of the document 
    • Document Type - There are a number of types to choose from for the document such as Certificate, ID Request Form, Recommendation Letter, Resume, Other etc.
    • Notes - You can enter notes that describe this document (optional)
    • View - Click on Choose File to upload a document
  5. Click Submit.
  6. You will see the document uploaded to her profile.
  7. To view the document again, click on the download button under View.