Member Details Tab Overview - Documents

The Documents tab of the Member Details screen allows you to add documents and other files to a Member Profile.

To search for a Document on 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, in the Search field, enter the desired text string.

5. Click the Search icon. The screen is refreshed to show only the Documents that meet your search criteria. If you entered multiple search criteria, the Document must meet ALL criteria.

6. To sort the search results, select the desired sort order from the Sort By drop-down menu. The default sort order is by: Created Date.

7. Optionally, to remove all search criteria and revert to the default criteria, click the Clear icon.

From this tab, you can upload a new Document. For details on this process, see Upload a Document.

From this tab, you can also edit the properties (not the content) of an existing Document. For details on this process, see Edit a Document.

From this tab, you can also download an existing Document. For details on this process, see Download a Document.

From this tab, you can also delete an existing Document. For details on this process, see Delete a Document.