How Do I Attach a Document to a Member?

  Overview

RecDesk allows you to attach documents to Member profiles and then easily search for all Members with certain Document Types on file or not on file. See What is the Member List and How do I Perform an Advanced Member Search?

  Before You Start

Before attaching documents to members, be sure to add any/all document types you'd like to attach to their profile. See How Do I Create Document Types?

  From the dashboard, click on the Member tab and select the member name from the member list.

How do I attach a document?

1. Click Attach New Doc just above the Member Info.
2. Choose a Document Type from the drop down. If the Document Type has an Expiration Type, the default expiration date will appear, which can be overridden.
3. Check off Mark Document as on File if you have a hard copy of the document OR click Choose File and follow the prompts if you'd like to Upload a Document to attach to this Member.
4. The Document Title will be autofilled with the Document Type, but can be overridden.
5. Optional - You can add a Note.
6. Click Save