Previous Lesson: Viewing and Managing Activity Documents
The Document Status column on the facility check-in allows staff to view participants who have completed or are missing requested documents. Staff with the appropriate permissions can also upload documents on 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.
Staff must be signed in to the location they are viewing documents for. For example, to view documents for the Community Center, one must have the Community Center selected as the location in the upper right-hand corner.
Video Instruction
Please watch the video to learn about Internal Users Viewing and Managing Facility Rental Documents. Once finished, review how to apply what you learned in the system. Then the Document Management training will be complete.
When to Use
Document Management can be utilized to collect forms required to rent facilities including:
Insurance Forms
Special Event Forms
Alcohol Permits
Security Presence Forms
How to Apply
While learning about Internal Users Viewing and Managing Facility Rental 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 facility check-in to view the document status and practice pinning someone to the roster.
Upload a document
Delete a document
Run a reservation report and include the document status field
Additional Resources
Here are helpful articles about Internal Users Viewing and Managing Facility Rental Documents for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Module Complete: Return to the Training Library