Once inside a Member’s record navigate to the Documents tab by clicking on the “Docs” tab. Once there you will see any documents that were previously uploaded. You will also see a green, “Add Document” button. Click this button and a new document form will appear. 

On this import form you can fill out the following:

• Document Name – Enter the name your document will appear as.
• Tags – Enter keywords that will make it easier to find your document in a search.
• Category – Select or create a label the best fits your document.
• Comments – Write a description about what your document contains.
• Hyperlink – If the document is already hosted online you can enter the URL for it and we will import the document from that link
• Select – If the document is saved on your device then you can hit this button and find the file for import.