Edit a Document

To edit the properties (not the content) of an existing Document:

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. Next to the desired Document, click the Edit icon. The Edit Member Document pop-up window is displayed.

6. Optionally, edit the Document Name. This field is disabled by default. To edit the Document Name, check Edit Internal Name to make the field editable. A confirmation dialog box is displayed; click OK. The Document Name must be unique and can not include any special characters or spaces; only numbers, letters, and underscores are allowed.

7. Optionally, in the Type field, either select a previously-used Document type, or enter a new Document type.

8. Optionally, in the Period field, either select a previously-used time period, or enter a new time period. For example, if you are uploading an annual membership agreement, enter the year the agreement covers.

9. Click Save.