Reprinting Membership Documents

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Right-click on the client's name and select Edit View/This.

The client's profile displays.

4. Click Edit.

5. Click Membership.

The Membership Maintenance window displays.

6. Click Print Member Docs.

A list of membership documents displays.

7. Select Print next to the documents you need to print.
8. Click Print Selected Forms/Policies.

The Print window displays.

9. Select a printer.
10. Click Print.

related links

Assigning a Membership Document

Defining a Membership Document