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Attach Documents to a Member Record

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1

Access the Member's Profile
Click on the member's name.

2

Navigate to Documents
In the member's profile, click Documents from the left menu.

3

Upload a New Document
Click the Upload Document button.

4

Select Document Type
Choose the appropriate Document Type from the dropdown list.

5

Choose the File
Click Choose File to browse for the document.

6

Select the Document
Find and select the document you want to upload.

7

Open the File
Click Open to confirm your selection.

8

Add the Document
Finally, click Add Document to upload the file.

Process may vary slightly depending on whether a Mac or PC is used