Managing Documents

Updated 3 years ago by Maggie Mancini

Managing Documents

Step-By-Step Tutorial - How to Delete a Document

1. Find the athlete you need to delete the document for
2. Click on their “Documents Tab”
3. Click on the 3 gray dots next to the document you want to delete
4. Click “Delete”
5. Click “Delete” again

Step-By-Step Tutorial - How to Edit a Document Type

1. Click on your "Documents" tab on the left side of your screen

1. Click on the 3 gray dots next to the document you wish to edit
2. Click “Edit”

1. Edit the document accordingly and click “Save Document”

Step-By-Step Tutorial - Edit Expiration Date for an Individual Athlete’s Document 

1. Go to the athlete’s profile you want to change an expiration date for
2. Click on their “Documents” tab

1. Click on the 3 gray dots next to the document you want to edit
2. Click “Edit”

1. Change the expiration date and click “Update Document Details”

Step-By-Step Tutorial - How to Edit the Document Type Attached to an Athlete’s Document

1. Go to the athlete’s profile you want to change the document for
2. Click on their “Documents” tab

1. Click on the 3 gray dots next to the document you want to edit
2. Click “Edit”

1. Edit the document type at the top by using the drop down menu

1. Click “Update Document Details”

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Related Articles

• Managing Documents: Tips and Tricks
• Managing Documents: Clearing Document Alerts
• Creating A Document Type