Touchpoint Software Documentation | Volunteer Management / Review

Volunteer Management / Review

Users must have the role Application Review in order to manage the volunteer application and approvals. Users without that role can see the Approvals that are checked and the Date of the Background Check, but nothing more. They will not see the Manage button, and therefore will not have access to the Application Information or Documents tabs.

There are also tabs for Background and Credit Checks. Those require separate roles.`

How to Upload a PDF File

Step 1
Scan the document (the Volunteer Application) and save it as a PDF file on your computer (or on a disc). Be sure to give it a name that will help you know where to upload it. Example: Vol App-Greta Briggs(ID 38)
Step 2
Go to the person’s people record Ministry > Volunteer tab and click the Manage button.
Step 3
Go to the Documents tab and click Choose File. Then go to the folder where you saved the PDF document, click to highlight it and then click Open.
Step 4
Click the Upload button (the name of the file will display in the text box).
Step 5
You can view the document by clicking on the document icon.

FAQ About Volunteer Application Documents

  1. Can I upload more than one document per person?
    Yes.
    Just follow the same steps as above and be sure to give each file a different name.
  2. Can I remove a document that is no longer needed or that gets uploaded to the wrong person’s page?
    Yes.
    Just click the red Delete button below the Adobe PDF icon.
  3. I have existing documents that do not have file names. Can I add a name to the document?
    Yes.
    Just click where you see Click to Edit, type the file name you want, and then press blue Check Mark.
  4. Can I rename a document after I have uploaded it?
    Yes.
    Just click the existing name (triple-click to highlight the entire name) and type the new name. Click the blue Check Mark to accept the new name.

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