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How to add a Document or link to a policy in Club+
How to add a Document or link to a policy in Club+

Learn how to add a document or a website link to your bills and policies inside your Club+ dashboard.

Updated over a week ago

How to Add Documents to Your Club+ Policy

This guide will walk you through how to easily add documents and links to your policies. We also have a helpful video tutorial to guide you step by step.


Video Walkthrough


Steps to Add Documents

1. Log In to Your Club+ Account

  • Start by logging into your Club+ account and go to your dashboard.

2. Find the Policy Documents Section

  • Scroll down to the bottom of your dashboard to locate the "Policy Documents" section.

3. Upload Your Documents

  • For Desktop Users:

    • Click the “Upload” button to select a document from your files.

    • You can also add a link by clicking “Add Link.”

  • For Mobile/Tablet Users:

    • Choose to capture a photo of a document from your device.

    • Click the “Upload” button to select a document from your files.

    • You can also add a link by clicking “Add Link.”

4. Add Links

  • Copy the link you want to attach.

  • Click the “Add Link” button and paste the link in the provided field.

5. Attach Documents or Links to a Policy

  • Select the specific policy or bill you wish to attach the document or link to.

  • Click “Save” to confirm the attachment.

6. Repeat as Needed

  • You can continue adding more documents or links by repeating the steps above.


Important Tips

  • Relevance: Ensure that the documents or links you upload are relevant to your policies.

  • Check Before Saving: Double-check the details of the document or link to avoid any errors.


Best Practices

  • Organize by Policy: Keep your documents organized by policy for quick access.

  • Regular Updates: Regularly review and update your documents to ensure they are current.

  • Use Clear Names: Name your documents descriptively to easily identify them later.

By following these steps, you’ll keep your policies well-organized and easily accessible. Happy managing!


Need More Help? If you have any questions or need further assistance, feel free to contact our support team.


Remember, managing your documents is a key part of keeping your policies up to date and ensuring you have all necessary information at your fingertips!

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