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Adding Association Documents in Super Admin

Adding Association Documents in Super Admin

You can add documents to an association folder to keep important files organized and accessible.

Follow these steps to add new association documents:

  1. In CINC Connect Super Admin, select Documents > Association Documents on the left side menu. You can also add association documents on the Documents tab of the Associations > All Associations > Association page.

OR

In universal navigation, go to Associations > Documents > Association documents.

  1. Select the appropriate association.

  2. Editing Association Document

    The Association Documents page displays. Use the Filter field to locate a folder by tag or date range. You can also click a Search icon to display additional search and filter fields to locate the appropriate document folder.

    Editing Association Document_1

  3. Click the appropriate association folder.

  4. The association folder displays. Click Add New.

    Adding Association Documents

  5. The New Association Document page displays. Click Upload Files.

    Adding Association Documents_1

  6. The New Association File page displays. Drag and drop files or click Browse Files to search for and select the files you want to upload to this folder.

    Adding Association Documents_2

  7. Click Save.

The system uploads the file(s) to the folder.

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