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!