Previous Lesson: Adding a Document Type to an Activity
Adding Document Types to Facilities allows customers to view what required documents are needed during their rental 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 a facility reservation will only be applied to the facility they are assigned to
Video Instruction
Please watch the video to learn about Adding a Document Type to a Facility. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Manage and Upload Documents on Public View.
When to Use
Document Management can be utilized to collect forms required to rent facilities including:
Insurance Forms
Special Event Request Forms
Alcohol Permits
How to Apply
While learning how to add Document Types to a Facility, 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 facilities
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 a Facility for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Create Document Type
Internal Users Managing Facility Rental Documents
Next Lesson: Manage and Upload Documents on Public View