Forms & Documents
Forms & Documents
Managing your club’s information has never been simpler!
Forms make it easy to collect exactly the details you need for your club. Whether you’re creating a custom survey, collecting interest forms, running election nomination forms, or gathering member feedback, you’re in control. You decide the flow and questions, assign reviewers or approvers, track responses, and share insights with your executive team and members.
Popular ways clubs use forms:
- Custom surveys to gather opinions and ideas.
- Interest forms for potential members or new activities.
- Election nomination forms for executive positions.
- Feedback forms to improve events and initiatives.
Documents give your club a secure, organized digital archive for important files—accessible year after year. You can set different access levels for executives or members, so everyone has the right information when they need it.
Upload & Share Club Documents
The Documents tool helps your club stay organized by creating a shared space for important files. You can:
- Keep documents private within your club.
- Share them publicly or with selected members.
Who can upload documents?
- Only the Primary Contact or a Club Executive with full Documents access.
How to Upload a File
- Go to your club’s page and open the Organization Tool dropdown.
- Select Documents.
- Click Add File.
- Choose your file using the Upload button.
Note: The file size limit is 10MB.
- Choose your file using the Upload button.
- Edit the file name if needed.
- Set your permission level.
- If a folder isn’t visible to a user, they can’t see any files inside—even if those files are marked public.
- Click Add to complete the upload.
Tip: Keep your club’s files organized, easy to access, and secure by setting the right permissions.
Watch the Forms & Documents video. You’ll learn step-by-step about access control and visibility settings so you can manage your information like a pro.
