How to manage documents of members, upload and print

In this article, you will learn: How to manage documents like Contracts, Invoices, letters of your members.

• General
• Automatic documents
• Upload manual documents

Quick reference:

1. Members / Select member / Management / Documents
2. Select "Document upload"
3. documents

General

Each member has different documents associated with it. These are collected in the Documents section. You can find this directly on the member and there in the Management area.

If you want to print a document, please download it first and print it via your OS on your Computer.

Automatic Documents

• Anamnesis
  If you have completed and saved the anamnesis form for a member

• Contract
  If you have created a member

• SEPA direct debit mandate
  If you have defined this as a direct debit payer when creating a member.

• Module contract
  If you have concluded a module contract with the member after creation

• Training
  If you have exported a member's training plan as a PDF

Note: Invoices are stored separately under Invoices

You will also find documents here that you have captured using your iPad or iPhone with the document e.g. notices of termination or certificates received in paper form.

Of course, you can also add documents manually. Simply click on the Document upload button in the top-right corner.

For each document, you will be offered the following options:

• Download document

• Rename document

• Remove document

As always, you can reach the options by clicking on the three-dot menu at the end of the line

NOTE: You cannot find letters to the members in the Documents area, but in the communication center. The name says it all: This is the central location for communication with your members.