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Documents

When mentoring assigned Units, you’ll often work with documents. RiserNest makes it incredibly easy to access any documents related to Units or their members—everything you need is just a few clicks away.

Accessing Documents via Profiles

Whether you’re viewing a Member profile or a Unit profile, you’ll find a Documents tab in the instant drawer.

document tab link
By opening that tab, you’ll see the most recent documents that have been uploaded or saved for that specific Unit or Member.

Document tab expanded

If you’d like to see the full list of documents available for a specific Unit or Member, simply click “View All Documents” at the bottom.

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