Overview

The My Documents section allows you to view and manage all files shared with your account. You can easily locate, filter, and review documents such as general files, meeting minutes, and member forms.

How to Access Your Documents

  1. Navigate to My Account.
  2. Select My Document Library.
  3. Your documents will display in date order, with the most recent files listed first.

Filtering Your Documents

To help you find specific files, use the available filter options:

  • File Name – Search by the document’s title or keywords.

  • Created By – Filter documents by the person who uploaded or created the file.

    File Type – Narrow results by document type (e.g., PDF, Word, Excel).

    Category – View documents by category:

    • General
    • Meeting Minutes
    • Member Form

? Tip: You can combine multiple filters to quickly locate a specific document or group of files.