Difference between revisions of "Storing Documents on a Member’s Record for Archiving Purposes"

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==Store Member Files in the Database==
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==Keep all related members documents on their account==
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===Store Member Files in Your Database===
 
Keep all related docs for a member in one place
 
Keep all related docs for a member in one place
  

Latest revision as of 21:31, 5 June 2015

Keep all related members documents on their account

Store Member Files in Your Database

Keep all related docs for a member in one place

Do you have documents like special agreements, member-specific graphics or other unique files that you'd like to keep handy with your member's account?

Upload these files to the new Files tab under the Members module so they are available for any staff member that needs to reference this material.

Presently, these files are not accessible as an email attachment or to upload as an event sponsor logo. Use this as a member-specific storage spot that is accessible by all staff.