Introducing Document Management and Secure File

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

  • 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 fees apply