Rec Document Management Guide

This article is a Guide to the different resources for document management within the activities feature. The Rec Document Management feature allows you to request, store, and manage both standard and secure documents as part of the activity checkout and registration experience. 

Important Notes

• Document Management is a paid feature. For more information, please contact Support or your Customer Success Manager.
• Customers must have a CivicPlus Organization to use Document Management.
• We recommend completing an internal Privacy Impact Assessment (PIA) before enabling Document Management.

General Document Management

• Document Security Levels 
• View Document Status on the Account Level

Facilities Document Management

Create and Edit

• Document Management Facilities: Create and Review Documents for Facilities
• Edit a Document Type Name 

Manage Documents

• Manage Permissions for Document Types 
• Manage Documents for a Public Account on Mobile 
• Manage Documents on Public View 

Reports

• Report on Document Type Status 

Activities Document Management

Create and Edit

• Create a Document Type 
• Edit a Document Type Name 

Manage Documents

• Add a Document Type to an Activity 
• Manage Permissions for Document Types 
• Manage Documents for a Public Account on Mobile 
• Manage Documents on Public View 
• View and Manage Document Status on Roster

Reports

• Report on Document Type Status