Index
Section: Main Menu > Memberships
Introduction
If you want to digitize documents or contracts, you must have previously downloaded the Documents Plugin.
As with any listing, you can use the tools to better exploit your data: filter, search, export, import, etc.
Configuration
Once downloaded, follow these steps:
Click on Configuration (cogwheel) > Documents > Templates.
Click on New.
To create the contract template, see the help article here.
Print and/or Download
Go to the Main Menu and search for Documents. You may have it in Listings, Clients or Fees.
You have 2 options:
Create a new Document from the New button.
Select an ID to Print and/or Download the Document.