Download a Document

To download an existing Document from the Member Details screen:

1. Select Members from the top navigation bar, then select Members > Members from the side navigation menu. The Members screen is displayed.

2. On the Members screen, search for and select the desired Member (see Search for a Member for more information). The Member Details screen is displayed with the Metrics tab selected by default.

3. Select the Documents tab.

4. Optionally, search for the desired Document. See Member Details Tab Overview - Documents for more information on the available search options.

5. Click the name of the desired Document. The platform downloads the Document to your local PC.