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      How do you add documents to volunteer profiles?

      You can add documents to a volunteer profile like a signed waiver or background check. Adding documents to a volunteer profile makes it easier for admins by having a volunteer’s information all in one place.

      Add: 

      1. Use the left side menu on your admin dashboard and click “People” then “Contacts” 
      2. Find the volunteer you want to add documents to, and then click on their name to be taken to their volunteer profile. 
      3. Once you’re on the volunteer’s profile, click on the “Notes & Documents” tab. From here, click the orange button on the right side that says “Create Note”. 
      4. This leads you to the Create Note page, where you need to fill out the title, note information, select a color, and then you can add an attachment if you want. 
      5. When you’re done, click the orange “Save” button at the bottom of the page to upload the document or note to their profile

      Note: Documents and notes attached to volunteer profiles are ONLY visible to your organization’s admins. Volunteers cannot see these notes, and neither can other organizations.

      Edit:

      1. Use the left side menu on your admin dashboard and click “People” then “Contacts” 
      2. Find the volunteer you want to edit the notes or documents for, and then click on their name to be taken to their volunteer profile. 
      3. Once you’re on the volunteer’s profile, click on the “Notes & Documents” tab. Find which note/document you want to edit, and then click the pencil icon that says “Edit” on the right side of the document.
      4. You can edit title, note information, color, and attachments. Be sure to click “Save” at the button of the bottom of the page to keep the changes.

      Delete:

      1. Use the left side menu on your admin dashboard and click “People” then “Contacts” 
      2. Find the volunteer you want to edit the notes or documents for, and then click on their name to be taken to their volunteer profile. 
      3. Once you’re on the volunteer’s profile, click on the “Notes & Documents” tab. Find which note/document you want to remove, and then click the pencil icon that says “Edit” on the right side of the document.
      4. This leads you to the “Edit Note” form where there is a red “Remove” button at the bottom of the page. Once you click on “Remove”, you will have to confirm your choices by clicking “Remove” once again in the popup. 
      5. Be sure to hit the orange “Save” button at the bottom of the page to keep the changes.

       

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