How to Attach a Form to a Directory

This article will guide you through attaching a form to a directory. Any Membership Category or Contact Demographic that is assigned access to the directory you attached the form to will be able to update the form answers in the Member Portal.  You can also have the form appear on the membership application to have to member fill in the answers for the directory form on application and renewal. 

Accessing Your Directories

1. Login to your Member365 Administrator Dashboard, hover over 'Modules' and, in the dropdown, hover over 'Directory.' Then, click 'Manage Directories' in the subsequent dropdown menu.

Attaching a Form to a Directory

2. Click the name of the directory you wish to edit.

3. Next to ‘Search Form, ‘select the form you would like to attach from the drop-down menu.

7. Click ‘Save‘ to save your work.

Congratulations, you have attached a form to this directory!