Previous Lesson: Viewing and Managing Facility Rental Documents
Users can view and add documents on the account level when Document Management is enabled. All staff can view and manage standard documents on the account, and staff with permissions can view secured documents. In addition to viewing documents for activities and rentals, staff can add a document to an account with no associated activity registration or rental.
Important Note:
Document Management is a paid feature. For more information, please contact your CivicPlus Representative. Staff without permission to view a document will receive a 404 error when they select View Document.
Video Instruction
Please watch the video to learn about Managing Documents From a User Account. Once finished, review how to apply what you learned in the system. Then, the Document Management training will be complete.
When to Use
Some example uses of Managing Documents From a User Account can include:
Managing facility rental documents
Managing activity documents
Collecting items outside of a registration or rental such as residency verification
How to Apply
While learning how to utilize Documents From a User Account, 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 a user account and select Document View/Upload from the user's account.
Create a Document Type.
Add, remove, and view existing documents.
Additional Resources
Here are helpful articles about Document Management for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Complete: Return To The Training Library