Open Documents
Open a volunteer profile and select Documents in the profile toolbar. The Documents count also appears in the profile metrics and navigation.
Volunteer files can also be found from the central Documents area through their volunteer relationship.
Upload
- Open the volunteer's Documents view.
- Use the upload action.
- Select one or more files.
- Add a name, type, and optional description.
- Upload.
Volunteer document types are:
- Other
- Waiver
- Identification
- Reference
The document manager supports the common document, image, spreadsheet, text, audio, and video formats accepted by PawPlacer.
Manage a File
Open a document to preview it when the format supports preview. Available actions can download the file, edit its metadata, or delete it. To replace the underlying file, upload the replacement and remove the older record.
Volunteer documents are internal account records. They are not exposed to the volunteer through the profile.
Agreement text used by volunteer forms is managed separately in Settings > Contracts.