Previous Lesson: Manage and Upload Documents on Public View
The Document Status column on the session roster allows staff to view participants who have completed or are missing requested documents. Staff with the appropriate permissions can also upload documents via this screen for Users.
Important Note:
Document Management is a paid integration. For more information, please contact your CivicPlus Representative.
Only staff with Administrative permissions can assign staff to view/upload secured documents.
Video Instruction
Please watch the video to learn about Internal Users Viewing and Managing Activity Documents. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Viewing and Managing Facility Documents.
When to Use
Document Management can be utilized to collect forms required to register for activities including:
Birth Certificates
Immunization Records
Volunteer Applications
Vendor Applications
How to Apply
While learning about Internal Users Viewing and Managing Activity Documents, 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:
Navigate to the roster, view document status, and practice pinning someone to the roster.
Upload a document
Delete a document
Run a roster report and include the document status field.
Additional Resources
Here are helpful articles about Internal Users Viewing and Managing Activity Documents for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Viewing and Managing Facility Rental Documents