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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add & Manage Profile Documentation in Boards and Committees

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

 

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Add Documentation to a Profile

 

  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. Click the Select File button to locate and select a file on 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 add the documentation to the profile
    The green, rectangular Save button in the lower-right 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.

 

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View Documentation on a Profile

 

  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 View button (green monitor icon) to the left of the documentation you wish to view
    The green, square View button to the left of an example document.
  7. The documentation will be downloaded to your device

 

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Edit Documentation for a Profile

 

  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 Edit button (blue pencil icon) to the left of the documentation you wish to edit
    The blue, square Edit button for an example document.
  7. Update the Add Document fields
    The File Name and File Type fields on the Add Document modal.
    • File Name: Update the name of the file if desired
    • File Type: Select a file type from the dropdown list
      Note: The file types available will depend on how you have configured the drop-down options.
  8. Click the Select File button to locate and select a file on 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.
  9. Click the Save button to save your changes to the documentation
    The green, rectangular Save button in the lower-right corner of the Add Document modal.
  10. The documentation has been updated
    The Edit, Delete, and View buttons to the left of an example document name on the Documentation page.

 

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Delete Documentation from a Profile

 

  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 Delete button (red trash can icon) to the left of the documentation you wish to delete
    The red, rectangular Delete button to the left of the example document.
  7. Click the OK button on the pop-up that appears to confirm the deletion
    The blue, rectangular OK button on the Google Chrome Confirm Delete popup.
  8. The documentation has been deleted and will no longer appear in the Documentation tab

 

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