Add & Manage Profile Documentation in Boards and Committees

This article will show you how to add and manage profile documentation within the Boards and Committees module.

Add Documentation to a Profile

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Click the Documentation tab:

6. Click the Add Document button:

7. Fill in the Add Document fields:

   • File Name: Enter a name for your file

   • File Type: Select a file type from the drop-down list

     Note:

     The file types available will depend on how you have configured the drop-down options.

8. Click the Select File button to locate and select a file on your computer:

   Note:

   After selection, two new options will appear: Change and Remove:

   • Change: Select a new file to replace the existing file

   • Remove: Delete the file from the system

9. Click the Save button to add the documentation to the profile:

10. The file will appear in the Documentation tab with new Edit and Action options:

View Documentation on a Profile

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Click the Documentation tab:

6. Click the View button (green monitor icon) to the left of the documentation you wish to view:

7. The documentation will be downloaded to your device

Edit Documentation for a Profile

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Click the Documentation tab:

6. Click the Edit button (blue pencil icon) to the left of the documentation you wish to edit:

7. Update the Add Document fields:

   • File Name: Update the name of the file if desired

   • File Type: Select a file type from the dropdown list

     Note:

     The file types available will depend on how you have configured the drop-down options.

8. Click the Select File button to locate and select a file on your computer:

   Note:

   After selection, two new options will appear: Change and Remove:

9. Click the Save button to save your changes to the documentation:

10. The documentation has been updated:

Delete Documentation from a Profile

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Click the Documentation tab:

6. Click the Delete button (red trash can icon) to the left of the documentation you wish to delete:

7. Click the OK button on the pop-up that appears to confirm the deletion:

8. The documentation has been deleted and will no longer appear in the Documentation tab