Documents

Tier: Free

Overview

Documents allow Helpers and Programs to store documents important for helping a Seeker and connecting them to programs.

Documents can be viewed on the Seeker Profile, along with the other activities for how they are serving the Seeker.

 

How it Works

The Seeker Profile Information is generated the first time a Helper:

  • Makes a referral on behalf of the seeker (or receives a referral, in the case of program providers),

  • Administers an Assessment for the Seeker, or,

  • A goal, form, or referral folder for a Seeker is shared a group they are in with Team Navigation enabled.

At that point, the Seeker's Profile is available to them in their People I’m Helping Dashboard, and it will have a space to upload documents. 

You can upload the following file types: png, jpg, pdf, doc, docx. Each document must be 25MB or less.

To upload the document, click “upload” in the Documents section. To view the document, click on the document name. This will download the document so that you may open it and view it on your device.

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To delete the document, choose the three dots and select “Delete”. Deleting is permanent and cannot be undone.

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Currently, the document is only visible to the person who uploaded it. Soon, other team members will be able to see it through Team Navigation/Sharing.

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