Managing Volunteer Documents

Document Types

Volunteer profiles commonly store:

• Waivers.
• Identification.
• References.
• Training certificates.
• Other supporting files.

View Documents

Open a volunteer profile and use the Documents card in the left rail. The compact document manager supports upload, preview, download, edit, and delete actions.

Volunteer documents also appear on the central Documents page as entity documents.

Upload Documents

1. Open the volunteer profile.
2. Find the Documents card.
3. Use the upload action.
4. Select files.
5. Add a name, document type, and optional description.
6. Upload the files.

Supported files include common documents, images, spreadsheets, text files, audio, and video.

Preview, Edit, Download, or Delete

Open a document to preview it. From there, you can download the file, edit metadata, or delete it. To replace a file, upload the new version and remove the old one if needed.

Volunteer Terms

Standard volunteer terms are managed in Settings > Contracts. Choose the volunteer contract/terms area, update the text, and save. These terms can be shown to applicants when the active volunteer form template includes the relevant agreement fields.

Security

Only authorized organization staff can access volunteer documents. Public applicants cannot view internal volunteer files.