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.