Download a Document

To download an existing Document from a Member Profile:

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

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

  3. Select the Documents tab.

  4. Optionally, search for the desired Document. See 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.