Previous Lesson: Adding a Document Type to a Facility
Adding Document Types to Facilities allows customers to view what required documents are needed during their reservation 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.
View a list of Supported File Types
This process is the same whether uploading documents for a facility rental or activity session
Video Instruction
Please watch the video to learn about Managing and Uploading Documents on Public View. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Internal Users Viewing and Managing Activity Documents.
When to Use
Document Management can be utilized to collect forms required to register for activities or rent facilities including:
Facility Rentals
Insurance Forms
Special Event Request Forms
Activities
Birth Certificates
Immunization Records
Volunteer Applications
Vendor Applications
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:
Create a public user Account for testing
Sign-in on the public side as a public user and complete a registration/rental with required documents
Upload a file from the public view
Additional Resources
Here are helpful articles about Managing and Uploading Documents for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Internal Users Viewing & Managing Documents for Activities