Players often have documents that are not required for programs but must be attached to player profiles. This includes documents such as field trip forms, doctor notes and medical information documents. Below are instructions on how to upload these documents to each players profile.
  1. Go to People > Players > Manage Player Information
  2. Use available fields to locate player
    1.  Last Name
    2. First Name
    3. Member ID
    4. OrgID (the default is the current organization ID)
  • Note: To perform partial search, enter alphanumeric characters followed by wildcard (percentage symbol) -- % -- or enter first and last name
  • EXAMPLE: Searching first name of mi% returns players with first name starting with "mi" (Michael, Michelle, Mike, etc.)
  1. Click Find
  2. Click player Last Name to view Person Maintenance record
  3. Click Add Document 
  4. Choose file to upload to player profile and add notes (if necessary)
  5. Click Upload
  • Note: Replace and Send Reminder are only displayed if document is not approved or is awaiting approval
  • Note: To change document status, select options from drop down menu