If a member has signed a paper document, you can add it to the customer account without leaving the Check In window.
- To get started, click Check In to launch the Check In window.
- Enter the name or barcode for the customer in the Lookup field.
- Once you’ve selected the customer their profile will display on the screen. Click the More button and select Documents.
- Scan the document or add the file. It will be automatically assigned to the customer, but you will still need to select the document type.
- Click Close to save.