Directory Upload Member Documents

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Directory Upload Member Documents

Directory Member Documents Upload

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

Step 1:

From your home screen click the "Directory" button, then click the "Members" button to navigate to the Directory Member table.
image user dashboard nav-bar highlighting Directory button, showing drop-down selections, highlighting Members button

Step 2:

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

Once you find the Member listed, click on the "Entity Member Documents" button in the Actions column.
image Directory Members screen pointing to Notes icon

Step 3:

Click on "Add Document".
image Member Documents screen pointing to Add Document button

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".
image Document  upload screen pointing to save button

Edit an Uploaded Document

Once the document is uploaded, you will see its name listed in the table. To edit any information or delete the document, click the "Edit" (the Pencil) icon.
image Manage Documents table pointing to edit icon

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