Usage
Chapters create bylaws and strategic plans for their executive boards. This gives the chapter a secure and centralized place to store vital chapter documents.
Platform
Chapter Management Hub.
Watch the video
Steps
Upload operational documents
1. In Operations, click on the dropdown next to Actions.
2. Select Upload Operational Document.
3. In the Upload Operational Document window, select the Document Type and add a File Description.
4. Enter the Date Last Updated.
5. Upload the related file from your computer.
6. Click Next.
Things to know
The chapter account is then updated to track when the chapter last made updates to that item. This impacts the chapter health metrics and chapter commitments.
This allows historical information to be stored with YPO securely.
How to get help
Reach out directly to your regional manager (RM) or chapters and regions community manager (CRCM) at [email protected] for additional support.