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. 

 

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Step 2.  Add new Document

 

To upload your document, click Add. 

 

 

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

 

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Step 3: Delete Document

 

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

 

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