Help Center Action ItemsHow can I ask members to send me a document so I can compile them?

How can I ask members to send me a document so I can compile them?

Do you need to collect a document from your members like a signed waiver? You can ask members to upload a document and collect them all in one place with ease. 

After clicking "New card", choose "Upload a document" from the "Action item" menu on the left of the card.

Type in the name of the document you want to collect from members. These will only be accessible by leaders and administrators in Unison and will not be shared on the group's card or feed. 

You can optionally add in a date you want members to upload this document by, prompting an automatic email to those who do not upload the document in time. 

If the document is no longer needed after a particular date, you can also set an expiration date so that members will not be notified of incomplete documents after that date when logging in to Unison.