Previous Lesson: Creating a Document Type
Adding Document Types to Activities allows customers to view what required documents are needed during their enrollment process. This will also allow customers to upload documents from their Accounts as well as allow designated staff to upload documents on the customer's behalf.
Important Note:
Document Management is a paid integration. For more information, please contact your CivicPlus Representative.
Document Types added to an activity will be applied to all sessions within that Activity.
Video Instruction
Please watch the video to learn about Adding a Document Type to an Activity. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Add a Document Type to a Facility.
When to Use
Some example Document Types that can be assigned to Activities can include:
Birth Certificates
Immunization Records
Vendor Applications
Handbook Signatures
Volunteer Applications
How to Apply
While learning how to add Document Types to Activities, 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:
Assign your documents to any needed activities.
Add any needed prompts if any document requirements are based on a prompt response
Assign staff that can view & manage those documents
Additional Resources
Here are helpful articles about Adding a Document Type to an Activity for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Add a Document Type to a Facility