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store important documents

Digitally store and find documents for a specific member right in their profile. Upload a picture or a PDF file to easily access the records and can access files from anywhere for the member within the app.

how to add Documents

Follow these simple steps to upload documents for a member:

  1. Navigate to the Member's profile.

  2. Select the "account" tab.

  3. Under the document storage header, select "Upload."

  4. Choose the image or PDF file you wish to upload.

  5. Finally, select "save" to complete the upload.

And that's it! you’ve successfully added a document to the Member's profile. now, you can easily access these files whenever you need them.

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