The Goal: Upload and access files that are specific to a list/committee — such as waivers or contracts — from the Files tab so back office staff have them on hand for quick reference.
Before You Begin:
- You need back office access to the list/committee whose files you want to view or upload.
- Have the file you want to upload (for example, a waiver or contract) ready on your computer.
Step-by-Step Instructions
If you have any files specific to a list/committee, such as waivers or contracts, you can upload them to the Files tab for quick reference/access by back office staff. If you have used a file to import contacts to this list/committee, those files will be available here as well.
- Go to Contacts, click All Lists/Committees.
- Open the list/committee you want to work with.
- Click the Files tab to view files already attached to this list/committee, including any files used to import contacts.
Common Pitfalls
- Uploading to the wrong record: Files added on the Files tab are tied to the specific list/committee you have open. Confirm you are in the correct list/committee before uploading so waivers, contracts, or import files land where staff expect to find them.