Skip to main content
Attention customers within hurricane impacted areas:
Due to widespread impacts resulting from hurricanes, CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

Search

Updates to screenshots is paused due to frequent system updates. As a result, the images presented may appear outdated. If a visual alteration affects a process, we will revise the graphics. Thank you for your understanding during this period of flux.

Add Attachments to a Profile in Boards and Committees

  • Updated:

This article will show you how to add and manage profile attachments within the Boards and Committees module.

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then click the Boards and Committees option
    The User Menu with the Boards and Committees option highlighted.
  3. Click the People tab
    A People tab with a person icon to the right of the solution logo.
  4. Click the name of the person with the profile you want to add attachments to
    An example user name.
  5. Click the Documentation tab
    The Documentation tab in the left navigation menu.
  6. Click the Add Document button
    The green, rectangular Add Document button to the right of the Documentation header.
  7. Fill in the Add Document fields
    The File Name and File Type fields on the Add Document modal.
    • File Name: Enter a name for your file
    • File Type: Select a file type from the drop-down list
      Note: The file types available will depend on how you have configured the drop-down options.
  8. Select File: Locate and select a file from your computer
    The Select File field which includes a blue, rectangular Select File button.
    Note: After selection, two new options will appear: Change and Remove.
    The blue, rectangular Change button and the red, rectangular Remove button to the right of the Select File field with an example file attached.
    • Change: Select a new file to replace the existing file
    • Remove: Delete the file from the system
  9. Click the Save button to attach the document to the profile
    The green, rectangular Save button in the lower-left corner of the Add Document modal.
  10. The file will appear in the Documentation tab with new Edit and Action options
    The Edit, Delete, and View buttons to the left of an example document name on the Documentation page.
    • Edit (blue pencil icon): Edit the file name or file type for your document, or select a new file to replace the existing attachment
    • Delete (red trashcan icon): Remove the attached document
    • View (green computer icon): View or download the attached document

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.