Skip to main content
Attention Customers affected by Hurricane Helene:
Due to widespread impacts resulting from hurricane Helene 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

Create/Edit/Delete an Attachment

  • Updated:

This article will show you how to create an attachment that can be included in the checkout process for a facility or activity. Users can view/download the attachment during the transaction and the attachment(s) will also be emailed with a copy of the receipt. 

 

Article Navigation

Not finding what you are looking for? View some additional resources.

 

Create an Attachment Instructions 

 

  1. Navigate to the Configuration tab, select Checkout Settings, and then Attachments
    configuration-checkout settings-attachments
  2. Select Create Attachment
    create attachment
  3. Fill out the Attachment fields
    attachment fields
    • Name: Enter the name of the attachment
    • Description: Enter a brief description
    • File: Attach a file
      • Note: If a file is not uploaded, a receipt will not be sent for items the attachment is added to and a broken link will display during the checkout process.
  4. Navigate to the Facilities tab and select the appropriate facilities
    select facilities
  5. Navigate to the Sessions tab and select appropriate sessions
    sessions
  6. Select Save New Attachment
    save new attachment

 

Edit an Attachment Instructions

This article will show you how to edit an existing Attachment.

 

 

  1. Navigate to the Configuration tab, select Checkout Settings, and then Attachments
    Rec Configuration Attachments Tab
  2. Click the Edit tool (pencil icon) next to the attachment you want to edit
    edit attachment
  3. Make desired edits
    attachment fields
    • Name: Modify the name of the attachment
    • Description: Enter a brief description
    • File: Attach a file
  4. Navigate to the Facilities tab and select appropriate facilities
    facilities
  5. On the Sessions tab, select the desired sessions
    sessions
  6. Click Save Attachment
    save attachment

 

Delete an Attachment Instructions

 

 

  1. Navigate to the Configuration tab, select Checkout Settings, and then Attachments
    Rec Configuration Attachments Tab
  2. Click X next to the attachment you want to delete
    Rec Remove Attachment Tool.png
  3. Reply OK to the pop-up that asks to Delete this Attachment?
    Rec Attachment Delete Confirmation.png

 

Resources

Comments

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

5 comments

Date Votes

Please sign in to leave a comment.