document management

Be a trusted resource for your members

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Man at table with notepad
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Man looking at paper

Build industry credibility with a strategic document management system


Cut out unnecessary work by automating document access preferences, giving members immediate access to their files.


Keep association-wide documents in a single, secure place where everyone who needs them has the correct access.


Let members download and view their documents in the portal, cutting down the time staff spends on customer support.

Build industry credibility with a strategic document management system. 



Use entitlements to specify who can access certain documents, and when they can access those documents. Auto-assign access with a purchase, set expiration dates, and more.

  • Configurable Document Access Process
  • Automated Access
  • Assign Entitlements
  • File Expiration Dates
  • Automate Routine Tasks
  • Manually Grant File Access

File Cabinets, Folders, and Files

Keep documents secure and organized with file cabinets, folders, and files. A standard storage system ensures everyone can find what they’re looking for, without all the hassle.

  • Organize with File Cabinets and Folders
  • Security
  • Event-Specific Filing
  • Track Documents By Occasion
File Cabinets
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Feature Highlight

Digital Library in the Member Portal

The Digital Library in the portal helps members track all of the documents they have access to in a single place.

  • See and Manage Documents
  • User-Friendly Interface
  • Seamless Document Access
  • Reduce Staff Workload