A document can be required upon account creation or member creation that can be used to verify residency status. Your department will review the document to confirm the residency assigned to the user. The document will be stored on the user's account. Note: This setting is best used with the Account/Member Approval feature since the department has to review the document.

Enabling Proof of Residency Documents and Expiration Dates

1. Open the Administration menu on the left-side navigation bar
2. Click Settings
3. Select the Account Settings tab
4. Check the box next to Require Proof of Residency
   1. Options will appear for Account or Member
   2. Submit to update at the bottom of the page
   3. If this setting is turned on after users have created their public accounts, it will not affect current users
      1. Those accounts will not have the required document on file unless it is manually uploaded
         1. This can be done from the specific user's member details page by scrolling down to the Member Documents section or on the account details page depending on how you set up the feature in the Administration Settings
         2. Click the link to Add New Member Document and upload the document and set the expiration date, if desired

5. Set the Residency Document Expiration Date, if desired
   1. The date can be a specific date or interval such as number of days, weeks or months
   2. When enabled, this setting only sets the expiration date for new accounts from that point on; for existing documents, staff would have to enter the expiration date on the management side (see below)
      1. Dates will be determined by your setup selections and will not apply global dates to all accounts/members in your system
      2. If you disable this expiration date setting, it will not affect registrations, it will simply no longer have an expiration on this document
6. Now, when a user creates a new member/account on the public side, they will see a section to Upload Residency Document
   1. Click Choose File
   2. Select the file
7. Complete the member/account setup

Using Expiration Dates on Residency Documents

• When the document expires, it is marked as expired in the Member Details page, or the Account Details page for the household (below the account credit bar), depending on how you set up the feature, and on the Proof of Residency Documents in Account Reports

• The document expiration does not affect registrations
• Public and management users can see the expiration date in the account
  • Expired documents are reported in the Proof of Residency Documents Report

Proof of Residency Documents Report

• Staff can see the documents that have expired, missing expiration dates, are pending/approved/declined, and can complete approval and enter the expiration date from this report

• Staff can also add the expiration date in the management-side account Proof of Residency Documents screen