Tab Overview - Documents
The Documents tab of the Member Profile screen allows Customer Service Representatives to add documents and other files to a Member Profile.
To search for a Document:
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Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.
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On the People screen, search for and select the desired Member (see
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Select the Documents tab.
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Optionally, in the Search field, enter the desired text string.
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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.
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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.
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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, please 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, please see Edit a Document.
From this tab, you can also download an existing Document. For details on this process, please see Download a Document.
From this tab, you can also delete an existing Document. For details on this process, please see Delete a Document.
