Create a Member Document

On the member’s Documents page you can create a member document from a stored general member PDF.

To create a member document

1. On the member’s Documents page, select Member Document from the Document Location list and then click the Create Member Document link.

 

When you click the Create Member Document link the Create Member Document page appears. Note: You can also access this page from the main menu (Menu > Members > Create Member Document).

2. On the Create Member Document page in the Setup section, select the desired PDF.
3. In the User Defined Fields section, modify the responses as needed.

If these fields are already in use for this member, changing the values here will update the member’s user defined fields.

4. Once you’ve selected the PDF and set the User Defined Field values, click Next.
5. Have the member review and sign the PDF.
6. Click Finish.

The document is then stored on the member’s Documents page under the PDF document location as shown below.