📂 Club Documents Guide
The Club Documents section allows your organization to securely store and share important files with members. This includes items such as:
- Club By-Laws
- Policies & Procedures
- Rules & Regulations
- Meeting Minutes
- Financial Documents
- Board or Committee Materials
- Any official club documentation
This feature ensures your members always have access to the most up-to-date information — while giving administrators full control over visibility and permissions.
🔐 Who Can Manage Documents?
Users with one of the following roles can upload and manage documents:
- Site Admin
- Documents Admin
These roles can:
- Upload new documents
- Edit document details
- Set document permissions
- Delete documents if needed
👀 Controlling Document Visibility
ClubSoft allows you to control who can view each document.
When uploading or editing a document, you can:
- Make the document visible to all members, or
- Restrict visibility using Tags
Example:
If a document should only be visible to Trustees, you can assign the Trustee tag to that document. Only members with the Trustee tag will be able to view it.
This makes it easy to:
- Share board-only materials
- Provide committee-specific documents
- Restrict financial reports
- Manage sensitive operational files
📤 How to Upload a Document
- Navigate to Club Documents
- Click Upload Document
- Upload your file
- Add a title, select a category, and description (optional but recommended)
- Set document permissions (All Members or Specific Tags)
- Click Upload Document
Once saved, the document will immediately be available to the appropriate members.
📱 Member Experience
Members can access approved documents clicking on Documents – Club Documents. They will only see documents they have permission to view based on their assigned tags.
🎥 Video Walkthrough
Watch the full tutorial below for a step-by-step walkthrough of uploading and managing documents: