Civicrec rec18/18/2023 A few weeks later they sign up for an afterschool program that also requires a birth certificate but because they have already provided a file for that Document Type when registering for the summer camp, they will not have to reupload the document. A user registers for a summer camp that requires a birth certificate to be uploaded. Example: One "Birth Certificate" Document Type is created and assigned to all relevant activities.We recommend creating one document type per topic/category so that if a user uploads a file for that Document Type, it will also apply to other activities that require the same file (as long as they have uploaded it within the retention policy timeframe). A Document Type can be assigned to multiple activities.Document Types must have unique names that do not match any other current or deleted document types.For more information, please contact Support or your Client Success Manager. Document Management is a paid feature.Once created, Document Types can be assigned to activities as required or optional documents that participants upload when registering for a session. Document Types allow you to specify the category of document that should be uploaded, such as Proof of Residency or Birth Certificates, and how long uploaded documents are retained. Note: The Inclusive Gender Options setting has to be enabled for Non-Binary and Prefer Not To Say to show as options.This article will show you how to add a new Document Type.Gender: Select a gender for the user ( M = Male, F = Female, NB = Non-Binary, and PNTS = Prefer Not To Say).First/Last: Add the first and last name of the user.If needed, click Add Account Member to add additional users to the account.Note: Passwords must be at least 8 characters long and contain characters from at least 3 of the following categories:.Password (Required): Create and confirm a password.Primary Email (Required): Enter your email address, this will be the username that you will use to sign in to your account.County: Enter the residential county or parish.Country (Required): Select the correct country.City, State, Zip: Enter the zip code, city, and state.Address Line 1-2 (Required): Add your address.Note: If the Emergency Contacts Required organization option is enabled, you will be required to add the specified number of emergency contacts before saving.Emergency Contacts: Add emergency contacts for the user.Email Preferences: Click Add Email to enter an email address and set email notification preferences.Note: If listing a cell phone number, you must select the mobile carrier if you wish to receive text message notifications.Phone 1-3: Enter phone number, type of phone, and the mobile carrier.Note: If the Inclusive Gender Options setting is enabled, Non-Binary and Prefer Not To Say will show as options.Date of Birth (Required): Add your birth date. ![]()
0 Comments
Leave a Reply.AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |