Add & Manage Profile Documentation in Boards and Committees

  • Updated on Jul 21, 2025
  • Published on May 7, 2025
  • 2 minute(s) read
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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:The User Menu with the Boards and Committees option highlighted.

  3. Click the People tab:A People tab with a person icon to the right of the solution logo.

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

  5. Click the Documentation tab:The Documentation tab in the left navigation menu.

  6. Click the Add Document button:The green, rectangular Add Document button to the right of the Documentation header.

  7. Fill in the Add Document fields:The File Name and File Type fields on the Add Document modal.

    • 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:The Select File field which includes a blue, rectangular Select File button.

    Note:

    After selection, two new options will appear: Change and Remove:The blue, rectangular Change button and the red, rectangular Remove button to the right of the Select File field with an example file attached.

    • 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:The green, rectangular Save button in the lower-right corner of the Add Document modal.

  10. The file will appear in the Documentation tab with new Edit and Action options:The Edit, Delete, and View buttons to the left of an example document name on the Documentation page.

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:The User Menu with the Boards and Committees option highlighted.

  3. Click the People tab:A People tab with a person icon to the right of the solution logo.

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

  5. Click the Documentation tab:The Documentation tab in the left navigation menu.

  6. Click the View button (green monitor icon) to the left of the documentation you wish to view:The green, square View button to the left of an example document.

  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:The User Menu with the Boards and Committees option highlighted.

  3. Click the People tab:A People tab with a person icon to the right of the solution logo.

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

  5. Click the Documentation tab:The Documentation tab in the left navigation menu.

  6. Click the Edit button (blue pencil icon) to the left of the documentation you wish to edit:The blue, square Edit button for an example document.

  7. Update the Add Document fields:The File Name and File Type fields on the Add Document modal.

    • 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:The Select File field which includes a blue, rectangular Select File button.

    Note:

    After selection, two new options will appear: Change and Remove:The blue, rectangular Change button and the red, rectangular Remove button to the right of the Select File field with an example file attached.

  9. Click the Save button to save your changes to the documentation:The green, rectangular Save button in the lower-right corner of the Add Document modal.

  10. The documentation has been updated:The Edit, Delete, and View buttons to the left of an example document name on the Documentation page.

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:The User Menu with the Boards and Committees option highlighted.

  3. Click the People tab:A People tab with a person icon to the right of the solution logo.

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

  5. Click the Documentation tab:The Documentation tab in the left navigation menu.

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

  7. Click the OK button on the pop-up that appears to confirm the deletion:The blue, rectangular OK button on the Google Chrome Confirm Delete popup.

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

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