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Using the Membership Checklist to find signed and unsigned documents

The Membership Checklist can be used to see what documents a member has signed and what documents a member has not signed. This is found under Reports>>Memberships>>Membership Checklist.

Two fields are available:

Missing Signed Documents and Show Signed Documents

In order for a document to show on this report, the document must be required for memberships. To enable this field, go to Functions>>Documents>>Document List and check off "Required to be signed for Memberships". This will include the document on the Membership Checklist.

 

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