Documents

This guide outlines how to create, edit, and delete document templates.

Documents are typically agreements or waiver forms Members will need to agree to before completing enrollment.

1. Create a New Document Template

1. Select the Members tab from the left-hand menu.

2. Click Documents from the top menu.

3. Click the New Document Template button in the upper-right corner.

4. Enter the following details:

   • Title

   • Content

   • Placeholders (optional)

5. Click Create Template to save.

2. Edit a Document Template

1. Select the Members tab from the left-hand menu.

2. Click Documents from the top menu.

3. Click the three dots next to the desired document.

4. Select Edit from the dropdown menu.

5. Make the necessary changes.

6. Click Save Changes or use the back button to exit without saving.

3. Delete a Document Template

1. Select the Members tab from the left-hand menu.

2. Click Documents from the top menu.

3. Click the three dots next to the document you wish to delete.

4. Select Delete from the dropdown menu.