This guide will show you how to connect your document to memberships and groups. A document could be a waiver of liability, terms and conditions, or policies and procedures.
Connect a Document to a Membership
Click Administration
- Click Memberships
- Click Plans
- Click Add Membership Plan
OR - Click the pencil icon to open an existing membership
Click the dropdown for Default Document and choose the document you need attached to this membership.
Click Next.
Finish the membership template or click save and close.
Connect a Document to a Group
***A connected document will be for all groups.
Click Administration
Click Online Registration
Scroll down to Document
Choose the document you want to attach to your groups
Scroll to the bottom and click Save Changes
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