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Say Goodbye to Your Filing Cabinet!

Did you know that you can create, manage, merge and store documents right in the PerfectMIND cloud?

These can be marketing plans, staff training material, or member agreement templates. In addition, PerfectMIND allows you to store digitally signed documents under a member's profile, so just what you're looking for is easy to access from anywhere.

Steps to merge and digitally sign an agreement:

Simply go to the member
Click on the print icon on their members
Choose the document you want to print
Have the member sign the document
Click on Save and Send which will send a copy of signed document to member and also store a copy of it on their file.

If you want to store existing documents on member file, follow the steps below:

Go to the contact
Click on Documents on left hand side
Click on New
Name the Document and Attach it from your computer

Get rid of the file cabinets and start storing on the cloud!

Learn more about how to Access the Document Centre and other useful PerfectMIND tips and tricks on our help database here.

Moira van den Akker
Moira van den Akker

Moira is the Marketing Specialist for PerfectMind. Since joining the team, she has lead many initiatives for the company, such as marketing automation, branding and content marketing. Moira has an International Business, Marketing and Communications degree from Simon Fraser University and also studied at Maastricht University in Holland. She loves staying active, is a yoga instructor and plays soccer as a hobby. Her passion for people and travel inspires her to explore the world to learn more about different cultures and history.

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