Storing files with members or customers

May 18, 2014 10:08 pm

Using the Document Storage Module, you can attach files to your members or customers. To do this, you will have to have both the Membership and Document Storage modules turned on.

  • Go to the Membership Module
  • Edit the member or customer you'd like to attach a file to
  • If the Document Storage Module is enabled for your website, you'll see a Files subtab
  • From this subtab, you can upload files for this member