Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Feature Comparison Chart for Fillable Forms and Document Management

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Use this chart to compare Advanced Fillable Forms, Document Management, and Prompts. It shows which features are included with each option. This can help staff choose the tool that best fits their needs. For more information on these features, visit the following articles:

Feature

Advanced Fillable Forms

Document Management

Prompts

Embedded digital forms in the checkout process

Yes

No

No

Supports configurable workflows and approvals

Yes

No

No

Supports conditional logic questions

Yes

No

No

Ability to create multi-page forms for sign up packets for program registration

Yes

No

No

Can map certain fields to Recreation Management for automatic data population (for example: Facility requested, rental date, rental time)

Yes

No

No

Highly customizable (can add photo buttons, links, upload documents)

Yes

No

No

Ability to configure staff notifications when a requirement is met

Yes

Yes

No

Ability to complete requirements outside of checkout

Yes

Yes

No

Flexible retention policies

Yes

Yes

No

Can upload a document during the checkout process

Yes

Yes

No

Configurable permissions for viewing/downloading submitted documents

Yes

Yes

No

Can apply to multiple activities/facilities

Yes

Yes

Yes

Can satisfy across multiple registrations/reservations to reduce the number of times it needs to be collected.

No

Yes

No

Automated roster removal/rental cancellation

No

Yes

No

Can be triggered/required based on a prompt response

No

Yes

No

Can trigger discounts and fees in Recreation Management

No

No

Yes

Individual data fields can be added as fields in Recreation Management reports

No

No

Yes

Included with Recreation Management at no cost

No

No

Yes

Submitted answers can be updated directly within Recreation Management

No

No

Yes

Submitted answers can be pulled into league management when drafting teams

No

No

Yes

Ability to configure how often a resident needs to answer the question (once per cart, per line item, per user)

No

No

Yes