This feature is available on the Pro Plan.
Why use document storage?
The Document Storage feature is a great way to keep all your important files organized and secure within a volunteer’s profile. Here’s why it’s so helpful:
Quick access to critical documents like certifications and training materials by attaching them directly to each volunteer's profile.
Streamlined workflows by keeping all necessary paperwork in one central location, so you don’t have to search through multiple places.
Reduced risk of losing important files by storing them securely within the system.
Improved collaboration since your team can access the same documents, making communication more efficient.
Note: Documents attached to a volunteer profile are private to admins only; volunteers will not see what you have saved.
Uploading documents to a profile card.
To attach a document, go to the Directory and click on a volunteer's name to open their profile card. Then, find the Documents tab within the profile card. Click on the Add File button to open a user-friendly file uploader.
You can then upload files from various sources, including your computer, Dropbox, Google Drive, Instagram, and Facebook.
Accessing documents in a profile card.
To view a document attached to a volunteer’s profile, go to the Documents tab in the profile card. Then, click on the file you’d like to view, and it will automatically open.
Deleting documents from a profile card.
To remove a document from a volunteer’s profile, open the Profile Card and go to the Documents tab. Find the file you want to delete, hover over it, and you’ll see a trash can icon next to it. You’ll need to confirm the deletion, as this will permanently remove the document. Be sure to back it up or confirm you no longer need it before clicking delete.
