To access the Membership Only Document library you can navigate to Workspace>Membership>Membership Only Documents. This grid allows you to save views, search, add new documents and hyperlinks, edit or delete existing documents, and export the information to Excel using the Actions menu. You can also use the Queries feature in the side bar to filter the grid by document category or membership levels which have access to the document.

To add a new document, click +New then Document to upload a new document or hyperlink. While uploading a new document you will be able to populate the following fields:

Document Name – Enter what you would like to show as the display name for this document.

Tags – Enter in values that represent the content of the document to make it easier to search for similar documents.

Category – Assign a category to represent the document.

Comments – Enter any details you wish to share with your members about this document.

Hyperlink? - Check this box if your document is linked to another webpage and enter the complete hyperlink address.

Select File – Click to select the document you wish to upload.

Members Levels – Select which membership level(s) should be given access to this document. The membership levels will be sorted by each membership page. If you leave these blank, the document or hyperlink will be visible to all membership levels. If you select only specific levels with the checkbox, only members with that level will be able to see those documents.

Click the green Save button to save the document into the library.


Once uploaded the document will appear on the grid and display the values you assigned to it. If you wish to change or update those values you can click the Edit text link that appears on that document's row. You will not be able to edit the actual content of the document here, only the information about it. Also on the grid you will find a Trash can icon to delete the document. The document can also be downloaded onto your device by clicking the file name which appears in blue under File Name.


The documents uploaded can be accessed by your constituent members within their portal accounts if you have Ad. Only constituent’s with active memberships will be able to see these documents. Which documents they are able to see and download will be based on your selected access settings on each document and which membership level the constituent is enrolled in.