Uploading a File to a Customer Record

Both staff and customers can upload files to customer records that they have the authority to manage. This can be used to house documents about the customer for easy reference, and/or as alternate to email as a means of sharing documents.

Example: Dr. Swift requires a Certificate of Completion in order for their employer to reimburse them for the cost of their course registration. A member of staff can upload the certificate to Dr. Swift's profile.

  1. Open the Individual, Organization, or Chapter Record

  2. Click the Documents tab.

  3. Navigate to the section for the appropriate document type using the menu on the left.

    Note: The default names for document types are "Documents," "White Papers," and "Others." Administrators can customize these names from any customer's Documents tab by clicking the purple Page Content Customization button and entering the preferred name in the Text field of the "Documents Tab," "White Papers Tab," or "Others Tab" settings.

  4. Click Upload. A dropdown menu expands with options to either upload a file or enter the URL of a file already uploaded in the system.

    1. If selecting Upload File, the File Upload window will appear.

      1. Click Browse next to the Select new file to upload field.

      2. Using the dialog window, locate the file on your drive to upload and click Open.

        Note: Default maximum upload size is 10 MB. Permitted file types include .txt, .doc, .docx, .pdf, .xls, .xlsx, .csv, .dxf, .dwg, .ppt, .pptx, .css, .js, .eot, .ttf, .svg, .woff, and .ico.

      3. If desired, enter a brief Title for the file.

      4. Choose a specific Description of the file's contents. This field automatically populates with the uploaded file's name, but can be edited.

      5. Click the Upload File button.

    2. If selecting Enter File Url, the Add File Url window will appear.

      1. Enter the Url leading to the document. This will generally be your site's domain followed by the file's Full Path.

      2. Optionally, give the file a Title.

      3. Enter a specific Description of the file's contents.

Title vs. Description

These two fields can serve a very similar purpose, though a Description is required while a Title is optional. To help differentiate their use, let's take a file of presentation slides as an example:

The Title might give a high-level overview of the file's purpose, such as the presenter's name, date presented, and/or the presentation topic.

Whereas the Description might provide a more granular sense of the file's contents, such as the titles of each slide.

Once the document has been uploaded, it will appear in under the Documents tab of that Customer Record, in the table of the document type you selected.

Click View to display the document and to access the Download button. Click Edit to overwrite the existing file with a new file, update the file Description, or delete the file from the Customer Record.

File Uploads Throughout the System

Many records in re:Members AMS offer a Documents or Uploads tab, which enables staff and / or customers to upload a file associated with that record.

Record types that accept an uploaded file include:

Customer Records   Product Records
• Individuals   • Memberships • Merchandise
• Organizations   • Events • Publications
• Chapters   • Sessions

• Certification Applications
    • Exhibits • Courses
Committee Records   • Sponsorships • Exams
• Committees   • Subscriptions

• Award Nominations* (process differs)

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