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SynergyFirst Digital

SOP for Downloading Member Application Forms and Documents

Purpose:
This SOP outlines the process for downloading application forms and documents of members from the admin panel, including a workaround for members with failed payment statuses.

Scope:
Applicable to administrative personnel responsible for managing member applications and documentation.

Responsibilities:

  • Administrative personnel must ensure the confidentiality and integrity of the information accessed.
  • Personnel should be familiar with the admin panel and its functionalities.
Play Video

Procedure:

  1. Log into the Admin Panel:

    • Navigate to the admin login screen.
    • Enter your login credentials.
    • Click the “Sign in” button to access the admin dashboard.
  2. Access Membership Information:

    • From the admin dashboard, locate the menu on the left-hand side.
    • Click on the “Membership” tab to expand and view the available options.
  3. Downloading Application Forms for Members with Successful Payments:

    • Navigate to the “Members Order” section to check the payment status of members whose application form you wish to download.
    • Identify members with a “Success” payment status.
      • For each successful member, proceed to the “Applicants PDF Download” section.
      • Find the member’s name (e.g., Arpit Kapoor) and select their record.
      • Click to download the PDF form onto your local drive. You can then open and view the application form.
  4. Accessing Documents Submitted by Members:

    • Return to the “Members” tab.
    • Hover over the first icon that signifies “Document” next to the member’s name.
    • Click on this icon. A pop-up window will appear, showing all documents submitted by the member.
    • From here, select and download the desired documents.
  5. Downloading Application Forms for Members with Failed Payments:

    • For members whose payment status is “Failed”, find an alternative method to download their application forms.
    • Go back to the “Members” section and hover over the pencil icon (Edit Member) next to the member with a failed status.
    • Note the URL displayed at the bottom left corner of the screen, specifically the “id” parameter (e.g., id=11903). This is the application ID.
    • Open a new browser tab and enter the unique link provided in the tutorial, replacing the ID in the URL with the member’s application ID. For example, if the link is https://cintaa.net/member_new_application_form.php?id=11315, replace 11315 with the member’s application ID (e.g., 11903).
    • Execute this URL. A file path will be displayed on the screen.
    • Copy the part of the file path from “cintaa_sitemanager” to the end.
    • In a new tab, type cintaa.net and paste the copied path after the domain. Press Enter.
    • The PDF of the application form will be displayed, and you can download it from here.

Notes:

  • Always ensure to handle members’ information securely and in compliance with data protection regulations.
  • If any difficulty arises during the process, consult the technical support team or your supervisor for assistance.

 

End of Procedure.

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