Managing Documents

Customer Success Advisor
Customer Success Advisor
  • Updated

The Documents page is where your members can download anything your business has uploaded to their page, i.e. program guide, informational handouts, etc. 


Step 1: Documents Manager


To upload these documents, click Manage>Documents. Here you'll see all of your current documents. 





Step 2.  Add new Document


To upload your document, click Add. 



add documents.jpg



Next, name the document and select the file or drag and drop.


upload doc.jpg



Step 3: Delete Document


Click the 3 dots to the right to download, rename, or delete the document.


3 dots.jpg