Documents & Auto-fill
Your documents are how Isla learns about your charity without you typing it all out.
- What to uploadWhich documents to upload to Membrs: annual report, accounts, governing document and past grant applications. Formats, 25 MB limits, and encrypted storage.
- How Isla fills your profileHow Isla auto-fills your 127-question charity profile from your documents, the Charity Commission register and your website — filling blanks only, with sources.
- Managing your documentsManage your charity's documents in Membrs: upload during onboarding or from a lead, browse the Uploads area in CRM view, and delete or export files any time.