Activity Based Member Form Types
Member Application / Dues Deduction / Clearance Card / Leave of Absence Card / Armed Service Card / Resignation Letter / Apprentice Termination Letter
In the Member Record click on the Member History Tab
Review Member History Table
In the Corresponding Membership Activity Row click the Edit Button
Click Browse and find your file
Select Corresponding Form from Drop Down
Click Upload
Beneficiary Cards
In the Member Record click on the Member History Tab
Click on Member Forms
Click Browse and find your file
Select Beneficiary Card from Drop Down
Click Upload
FAQ
[ht_accordion sections=”5″ section_head_1=’Who can see the documents I’ve loaded into IMSe?‘ section_content_1=’Only users with view access to that member’s Local.’ section_head_2=’How do I delete a Form?‘ section_content_2=’Send an email to [email protected]‘ section_head_3=’Why can’t I upload other documents?‘ section_content_3=’Depending on the form type, we may require those items to be received by the International Office first, therefore only International Staff can upload those forms.’ section_head_4=’Do I still need to mail forms once they are uploaded?‘ section_content_4=’Yes, to be sure that all documents are uploaded, the International Office verifies records before destroying the original.’ section_head_5=’What should I do about the older applications I have in my filing cabinets?‘ section_content_5=’The International Office is working an ongoing project to upload old applications into IMSe. The sooner these member applications are loaded into IMSe, the sooner we all can recycle the paper and remove it from our filing cabinets.’ id=”” class=”” style=”” ]