Introducing CivicRec® Document Management

Watch On-Demand

In this recording, we are excited to share our latest add-on* available for your CivicRec solution. CivicRec Solutions Director Brian Stapleton will talk more about the new Document Management and Secure File options. Brian will share an overview of Document Management as well as provide introductory instructions. Brian will also share use cases and pricing.

  • Document Management allows public users and staff to upload relevant documents for registrations. Public users can feel safe knowing their information is stored in a secure manner.
  • Staff can streamline the registration process by requesting specific document types as part of the checkout process.
  • Staff can also set document retention policies based on organization needs..

 

*Additional costs apply

Brian Stapleton2

 

Your Host: Brian Stapleton

As the Solutions Director and subject matter expert for CivicRec, Brian is primarily responsible for ensuring our parks and recreation clients are fully leveraging all the flexible features and modern functionality offered by our local government recreation management software. Brian stays immersed in the trends and technologies impacting parks and recreation departments so that he can serve as a critical link between the CivicRec product development and service delivery teams to ensure our product continues to evolve as the needs of local government evolve. Brian earned a Master of Business Administration degree in Management from Western International University.