Upload and Manage Documents

Use the member’s Documents tab to upload a document that was signed outside Kanri or to review documents created from templates.

Upload a pre-signed document

1. Open Members and select the member.
2. Open Documents and choose Upload.
3. Drag a file into the upload area or select it from your device. The upload form accepts PDF, image, Word, and other file types shown in the picker.
4. Enter a descriptive Document name.
5. Optionally add an expiry date.
6. Save the document.
7. Confirm it appears in the member’s Documents list.

This upload flow stores a file on the member record. It does not collect a new signature. To request a signature in Kanri, create a document from a template.

Review documents sent from templates

Open Documents to browse the school’s document list, or open a member’s Documents tab to see their records. Use the status filters to find documents awaiting a member signature or staff witness signature. Open a record to review its status and available actions.

Use the record’s Preview or download control when a file is available. For an uploaded document, downloading retrieves the original upload; it does not convert a Word document or image into a signed PDF. A completed signing process can also provide a Certificate of Completion when one has been generated.

Staff need View Documents to review and download records, and Manage Documents to upload or change them. Document files share the school’s storage allowance with other uploaded files.

Keep records clear

Use names that identify the document and, when helpful, its date. For example, Membership agreement - 2026 is easier to distinguish later than scan.pdf. Keep expiry dates accurate so staff can identify documents that need renewal.

Next steps

• Request a Signature
• Create Document Templates
• Manage Member Documents