Configuring document types and approving documents

Configuring document types

Go to Member management → Document types.

1. Click New type (or open an existing type via the pencil icon to edit it).
2. Enter the Name, for example “Insurance” or “Sport shooter’s booklet”.
3. Check Required document if this type counts towards the “Documents missing/ok” status on the member list.
4. Check Renew annually if members must upload this again every year — a year field then automatically appears when uploading.

Approving documents

Open the member’s file and go to the Documents tab, or use the overview of documents that are pending.

• Click Approve to accept a document.
• Click Reject and give a reason to reject a document — the member sees that reason on their own documents page.
• Click Delete to permanently remove a document.

Uploading a document yourself on behalf of a member

Go to the member’s file → Documents → Add document. Handy when a member cannot or may not upload documents themselves.

If you have reminder emails turned on (Notifications:ExpiryReminder), AmmoSuite automatically warns members when a document’s expiry date is approaching.