Member Attachments allows clubs and associations to define documents and images that can be attached to a member’s Profile. You can define as many files as you want, and control who can upload each file, who can view the uploaded files, whether versioning is supported, and whether a file is required.
Navigate to the Control Panel > People Tab > Setup > Member Attachments.
Attachment Options
Enable Profile Link controls whether the Member Attachments option appears on a member’s Profile screen. If you define attachments, it will always appear on the Profile for an administrator; this option controls whether it also appears for members themselves.
You can also specify the keywords used for this function.
Adding an Attachment Type
Click Add Attachment.
- The attachment Title.
- A longer Description (up to 500 chars.) of what should be uploaded.
- Status is either Active or Disabled. Use Disabled if you no longer want to collect this information from members but don’t want to lose the information already uploaded.
- Use Who can view to control who can see the uploaded files, either Admin Only or Members and Admins.
- Use Who can upload to control who can upload files, either Admin Only or Members and Admins.
- Use Format to control what should be uploaded, either a file (in any format such as PDF, Word, Excel, etc.) or an image (in any format such as JPEG, GIF, PNG, etc._ This setting controls how the upload gadget actually behaves and what it does with the uploaded file.
- Set Versioning to Yes to allow multiple versions of the same file to be uploaded. For example, if members need to provide an insurance certificate each year, you can retain a complete history of these files, and each new upload is added to the list. Set Versioning to No for each subsequent upload to replace the previous one.
- Set Required to Yes if an upload is required. This setting primarily affects how this page appears in the Member Signup/Renewal wizard. Members cannot continue using the wizard for a required file until a file is uploaded. Note that this setting is ignored for admins.
- Set Requires Approval for uploads that require review and approval by an administrator. When you select this option, you'll enter the number of months the attachment is valid, or leave the field blank if it won't expire.
- Select "Yes" to Preserve an attachment, and only allow other administrators to delete the attachment.
If both Preserve and an Expiration have been set, Versioning will automatically be enabled.
Approving Attachments
Select Pending Attachments to view a list of member attachments that need approval. You'll see options to view, approve, or decline the attachment.
When you select the Approve icon, you'll be asked to confirm the expiration date. The expiration date that appears will be the date the document was uploaded, plus the expiration period you set when configuring the attachment type. You can edit the date by typing in the field or selecting the calendar icon and choosing a new date.
When you select the Decline icon, you'll be asked to enter a reason for declining. Once you confirm your
action, the user's attachment is removed, and they'll receive an email noting their upload was declined and the reason you entered.