Edit a Document

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

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

  1. 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.

  2. Optionally, in the Type field, edit the type of Document.

  3. Optionally, in the Period field, edit the time period covered by the Document. For example, if you are uploading an annual membership agreement, enter the year the agreement covers.

  4. Click Save.