Document Types allow you to specify the category of document that should be uploaded, such as Proof of Residency or Birth Certificates, and how long uploaded documents Once created, Document Types can be assigned to activities or Facilities as required or optional documents that participants upload when registering for a session or Facility.
Important Note:
Document Management is a paid integration. For more information, please contact your CivicPlus Representative.
Document Types must have unique names that do not match any other current or deleted Document Types
Video Instruction
Please watch the video to learn about Creating a Document Type. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Adding a Document Type to an Activity.
When to Use
Document Management can be utilized to collect forms required to register for Activities or rent Facilities. Examples can include:
Facility Rentals
Insurance Forms
Special Event Request Forms
Activities
Birth Certificates
Immunization Records
Volunteer Applications
Vendor Applications
How to Apply
While learning how to utilize Creating a Document Type, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Review your organization's document retention policies.
Review our Help Center article on Personally Identifiable Information (PII), Sensitive Personally Identifiable Information (SPII), and Protected Health Information (PHI).
Create needed Document Types.
Additional Resources
Here are helpful articles about Document Types for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Add a Document Type to Activities