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Club: Documents

Centralized Upload, Organization, and Traceability of Club and Member Documents

The Club: Documents section enables comprehensive management of all documentation required for compliance and club operations. This article explains how to organize, upload, and access both club-wide and member-specific documents, ensuring regulatory standards are met and essential records are maintained with full traceability.


 

Documents Section

Navigate to the Documents tab from the side menu to manage all uploaded files. It is divided into two tabs:

  1. Club Documents
    Files related to the club as a whole, such as:

    • Club statutes

    • Permit applications

    • Safety and prevention policies

    • Direct debit mandates

    Each document shows:

    • File name

    • Date added

    • Added by

    • Source (e.g., Club statute, Privacy policy)

    You can filter by source to easily locate documents using the Source dropdown.

  2. Member Documents
    Files uploaded for individual members, such as:

    • Identity proof

    • Application forms

    • Direct debit authorisations

    • Employment certifications

    • Certificates of good conduct

    Each file also shows:

    • File name

    • Date added

    • Added by

    • Source (linked to specific member and purpose)

    Source types are displayed with the associated member’s name for quick reference.


 

Add a Document

To add a new file:

  1. Go to the Club Documents tab

  2. Click the green + Add document button in the top right

  3. Upload the file

  4. Click Save

Note: This action adds documents only to the Club Documents tab.