Documents

Document System Settings

• How to Edit your Document Settings

Manage Documents

• Shape contract documents in Word Format
• How to Inactivate a document
• How to test the auto-fill tags on custom contracts, agreements, and documents
• How to Attach a Membership Agreement to a Membership Type
• Using Documents and Contracts in Shape

Member Document Management

• How to View or Print Uploaded Contracts for Members
• How do you store Medical Documents in the Shape system?
• How to Add a Personal Document or Agreement to a Member's Document Locker

Reports

• Using the Membership Checklist to find signed and unsigned documents