Our goal with Uploading Documents is to create a Membership Record where all documents related to that Member are accessible to all users through IMSe.

 

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 imssupport@iupat.org‘ 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=”” ]