Overview
Uploading documents to your volunteer or client's profile allows you to keep all important files in one place and directly associated with them. You can choose to upload:
Images (JPEG, PNG),
PDF documents,
Word documents,
Videos (MP4, webm, mov).
Upload a document to a volunteer or client's profile
In order to upload a document, you need to:
Click on the relevant client/volunteer profile
Go to 'Documents'
Click 'Upload Files'
Choose the file you would like to upload
Once it has been uploaded, click 'Done'
The document is now uploaded and will now sit on their profile.
Edit, preview, download or delete an uploaded file
You can always edit, preview, download and delete a document once it has been uploaded. In order to do this, you can:
Click the three dots on the right of relevant upload
Choose the option you wish
Through the edit option, you can rename or replace the document then click 'Apply Changes'
Sync forms with document hub
You can hold any uploads you gather through Volunteero's form feature on a profile. This works for both volunteer registration and client referral forms. To do this, you will need to:
Click into the form
Click onto the file upload field
3. Scroll to 'Sync with volunteer's documents' and toggle on
Now, every upload sent through this form will be automatically added to the volunteer's profile under 'Documents'. You can also do this for client referral forms, meaning that document uploads can be synced to client profiles too!
Video Tutorial
As always, if you require any further assistance with this, please use the support button in your Staff Dashboard or email us at support@volunteero.org. Our team will be happy to help!😊